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Episode 18:
Inflation with Jon Camfield

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On this episode, show hosts Dan Mikulskis and Mary Spencer are joined by Jon Camfield who brings up to speed on the complicated story of reform of inflation measures in the UK, RPI, vs CPI and more.

They discuss - 

  • The current consultation, responses for which are due in August could see a prompt change – the big question is whether this will be from 2025 or 2030. Markets are pricing some but not all of a change.
  • Why September is a key month for inflation
  • We see potential for negative inflation into August / September (if inflation did go negative, it might make the idea of negative interest rates make more sense)
  • how to measure inflation when no-one is buying the normal things and you can’t even buy a pint in the pub
  • Why we bigger moves in inflation could be on the cards as measurement re-starts in the usual way
  • Could airfares and pints in the pub drop out of the inflation basket
  • What it all means for individual investors and larger pension schemes. Although inflation might be falling in the short term, it’s medium to long term inflation that is more important for investors. And this might be higher.
  • What inflation hedging schemes could be doing to update their hedges
  • UK inflation vs. other countries

Useful links referred to in our podcast this week

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Each LCP investment uncut podcast is for information and marketing purposes only and does not constitute any form of investment or financial advice or a financial promotion (under the Financial Services and Markets Act 2000). All views expressed by the podcast hosts and guests are purely their own opinions and do not represent those of LCP, its clients or affiliates. Our podcast listeners should always seek independent financial or legal advice before making any financial or investment decisions. Please refer to the Legal Notices section on the LCP website for further information.​

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