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Martin Gilbert: Asset managers must not ignore the threat of inflation

Inflation might not look like an issue for fund houses, but wage demands and an increase in cost bases could hit home soon

By

Martin Gilbert

‘In terms of the fund management industry, much of the conversation understandably has been about asset classes that can somewhat shield investors from inflation, whether it is commodities, real assets or parts of the equity market.'
‘In terms of the fund management industry, much of the conversation understandably has been about asset classes that can somewhat shield investors from inflation, whether it is commodities, real assets or parts of the equity market.' Photo: Christopher Goodney/Getty Images

Martin Gilbert is the co-founder and former chief executive of Aberdeen Asset Management and abrdn. He is now chairman of Revolut and AssetCo.

UK inflation has surged to 5.4%, its highest level since 1992. Soaring food prices and rising energy bills, amongst other items, mean the cost of living is increasing at its fastest pace for 30 years. The UK is not alone; prices are rising across world and people are feeling the squeeze.

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