A new world order, inflation, and market opportunities

Inflation, in terms of both its absolute level and fluctuations thereof, will be the key issue shaping the global economy, financial markets, and our investments in the coming years. Inflation looks set to remain high, albeit with periods of acceleration and deceleration, now that the world order which the US had constructed since 1945 – a world order based on a US-centric financial system – is rapidly coming undone.