Market Research

Credit check: UK inflation

January 18, 2022

High energy costs, shifting consumer dynamics and supply chain disruption have created something of a perfect storm for inflation. December data shows that UK inflation reached a 30-year high, but it may still be set to peak.

Much has been reported on the outlook for equities against this backdrop, but what about credit? Dominic Smith, Senior Director, Credit Research for CBRE Investment Management talks through real estate credit, the forces determining returns and how this asset can withstand inflation fluctuations.