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Where to invest as inflation falls

Price growth may be cooling, but there are still risks and some assets to keep an eye on
September 28, 2023
  • Forecasts suggest that inflation will return to the 2 per cent target by 2025. But the path down might not be smooth
  • How can investors navigate disinflation?

After scrabbling to protect portfolios against double-digit inflation, investors now face a period of ‘disinflation’: price growth slowing to a more normal rate. The latest Bank of England (BoE) forecasts now suggest that inflation will fall steadily over 2024, returning to the 2 per cent target by early 2025.

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