Companies reaping the rewards of investment

As we head into the summer investors’ most common concern is the outlook for inflation. The unprecedented release of pent-up demand emerging from the pandemic, alongside ongoing fiscal and monetary support, is crashing into a supply chain facing ongoing disruption. The US Consumer Price Index (CPI) hit 5% in May, the highest level since 2008, and UK inflation has also risen above the Bank of England’s 2% target.

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