Could increasing prices persist as businesses catch up?

James von Simson, a director within London’s Tilney office, and Ben Seager-Scott, Tilney’s Head of Multi-asset Funds, discuss growth, the latest market trends, and inflation. There’s been a lot around inflation at present, particularly around the backward-looking numbers, in both the press and news, and how they interplay with the forward-looking story. These numbers need to be distinguished, but are there short-term distortions affecting them? Has inflation peaked in May? Could the Covid-19 restrictions be covering the effects of Brexit? Is Europe’s strong performance a potential foreshadowing of a stronger UK market?