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cover of episode A Lesson Learnt from Australian Pension Funds

A Lesson Learnt from Australian Pension Funds

2025/5/21
logo of podcast Merryn Talks Money

Merryn Talks Money
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John Stavik
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Merryn Somerset Webb
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Merryn Somerset Webb: 我认为英国通货膨胀再次意外走高，这是一个令人担忧的现象。我们希望看到通货膨胀率回落到2%，但目前的情况并非如此。这给英国央行带来了压力，也让政治领导人感到不安，因为他们需要对基础设施成本负责。我认为解决这个问题需要长期的努力和有效的政策。 John Stavik: 我认为英国央行面临的真正问题是基准利率与通货膨胀率之间的关系。目前，基准利率低于通货膨胀率，这使得英国央行在降息方面没有太多空间。此外，RPI通货膨胀率已经高于银行利率，这进一步加剧了问题。我认为这主要是政策不当造成的，需要政府采取行动来解决。

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In this week's roundup, Merryn Somerset Webb, speaks with Money Distilled newsletter author John Stepek, about the latest UK inflation figures, whether there's trouble on the horizon for the bond market and what lessons investors can learn from Australian pension funds. 

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