Investment Strategy Insights

The latest research & strategic thinking from Tristan Capital Partners

From Simon Martin, Chief Investment Strategist & Head of Research

Difference between nominal & real is striking!

For me this is how you should define stagflation ... positive nom ... zero real ... and I'd say a recession is flat nom/negative real - a depression is negative nom ...

Oh and I still firmly believe that if nom GDP>nom 10yr rate - you should be o/w real assets...

The difference between ...

the grey line and the black line may be determined by the course of the conflict in Ukraine as we go into the winter...