Is higher inflation here to stay?

"I think we're in the early stages of a new era for financial markets and economic policy...Britain and the US needs to prepare for a period of significantly higher inflation and interest rates, both short and long-term."

Change is here to stay, according to Anatole Kaletsy, Founding Partner and Chief Economist at financial services firm Gavekal. Kaletsy joins London CIV's CIO, Aoifinn Devitt, to share his view on what the inflation outlook, particularly in the UK and and US, looks set to be over the next few decades.

If you would like to find out more about Aoifinn Devitt's weekly Coffee with the CIO series, email Richard O'Donnell at

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