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Future Fund warns of inflation risk to markets – The Australian Financial Review

The sovereign wealth fund is hiring an extra 150 staff to manage challenges from the pandemic and prepare for rising rates.

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Policy settings continue to support markets for the time being, but this is priced into assets and unwinding these measures will be a complicated exercise, he told a Senate hearing in Canberra on Wednesday.
Equally, a failure to reduce the stimulus at the appropriate time could fuel a significant increase in inflation, a risk markets are already starting to focus on.
The ability to generate strong returns into the future is more complex and challenging than ever before given the low level of interest…

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