ARKKs Don’t Always Float

Another quarter has come to a close and the talk of inflation and central bank policy feels like it’s never ending.

With inflation concerns finally becoming a hot topic, is it time for a touch of Volcker? This quarter we explore which assets have historically performed well during inflation. We share Alvia’s thinking heading into 2022 and explain why we think great farmers and great investors aren’t that different. Josh Derrington, CIO of Alvia Asset Partners also shares his thoughts on the current investment markets

As always, please share your thoughts and feedback and if you have any further questions or wish to discuss, the team is always available.

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