The return of inflation

The factor driving markets over the last few weeks has been inflation so this week Guy Foster, Chief Strategist spoke to Paul Danis Head of Asset Allocation, about the outlook for this most obscure variable. Is inflation really coming back, even when unemployment is so high? Will it be a surge or a sustained rise? What are the factors which drive changes in prices? We explore all the major variables which tend to drive changes in inflation over the short and longer term as well as looking at the investment implications.