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Macro Perspectives 38 | Post-Covid capacity struggling to keep up with world economy

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Portfolio Manager, Peter Brooke, shares his latest Perspectives, unpacking his ongoing experience of the UK market and his observation of how reduced supply – based on post-Covid capacity that can’t keep up – continues to drive up inflation.

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Chapters

00:09 Peter discusses the highlights in hearing from pharmaceutical businesses, including BioNTech, GSK, and Exscientia
01:20 The key story: staff shortages and high rental prices due to low supply of rental homes point to higher inflation and higher interest rates

20 Sep 2022 English South Africa Business

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