After a year of focusing on the pandemic and as the recovery gains momentum, financial markets are turning their attention to another potentially disruptive force. In today’s podcast, two NN IP experts talk inflation: Jaco Rouw, senior portfolio manager global fixed income, and Willem Verhagen, senior economist. They explore whether a short-term uptick could signal the start of a new trend towards higher long-term inflation and how, after a decade of ultra-low inflation, investors should go about preparing for what could be the beginning of a new regime.