In this SFI Public Discussion Note, on "Rising Inflation—A Roadmap for Investors", SFI Prof. Francesco Franzoni, SFI Senior Chair and Professor of Finance at Università della Svizzera italiana, and Dr. Francesco Mandalà, Chief Investment Officer at MBaer Merchant Bank AG, explore the economic policy debate around the bout of inflation sparked by the COVID pandemic and discuss how central banks are choosing to deal with it. Drawing lessons from the past, they turn to the implications for investors, with a special focus on fixed income portfolios. They conclude by reflecting on the new challenges facing wealth and asset managers in their relationships with their clientele, and discussing the importance of directing clients toward reasonable and achievable real returns.

You can find out more about his conclusions in this, the latest SFI Public Discussion Note: 
English I French I German I Italian.

The press documents can be found here.