Talking to Funding Week on the sidelines of Kepler’s fifth Liquid Alternate options Summit this week, the principal of the $113bn hedge fund mentioned a renewed inflation state of affairs pushed by an power worth shock is a threat that’s at the moment underplayed by traders.
His feedback observe considerations by the Worldwide Financial Fund earlier this yr that an escalating Center East battle may result in larger oil costs and reverse the present trajectory of inflation.
Brooks mentioned the market volatility noticed in August isn’t an “aberration” however quite a mirrored image of an “extraordinarily elevated l…
