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Commercial property and inflation

Commercial property and inflation

Originally published August 2021. Hedging your bets. As the rhetoric around inflation has increased, so too has scrutiny around commercial property, an asset class typically perceived to offer an inflation hedge. First, there are questions around what measure of...
Inflation and farm gate prices

Inflation and farm gate prices

US dollar food commodity prices have risen 40% since the onset of Covid-19 in March 2020. This sharp price jump, shown in the graph below, has reversed a painful period of farm produce deflation during the previous seven years. In fact, farm gate prices have returned...