Relative Return: Welcome to a new era of structural inflation
In this episode of Relative Return, host James Mitchell catches up with Milford Asset Management’s Will Curtayne to find out why he believes property price growth will track wage growth over the next decade.
Listen as they discuss:
- The major impact of retiring Baby Boomers on the global economy
- Why it can be tactically beneficial to hold up to 40 per cent cash
- A new era of structurally higher wages and inflation
- Why future economic cycles will be shorter, faster and choppier
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