With inflation looking set to return, HDI Global Specialty’s Senior Credit and Political Risk Underwriter, Ed Arghand, examines the drivers behind current inflationary pressures and reflects on the potential impact inflation could have on export credit agencies, multilaterals, and private credit insurers’ long term risk assets within a recent Berne Union article.

"Today, the major concern for lenders and credit insurers alike is not necessarily what impact inflation might have on borrowers, but how central banks will respond. While the end of ultra-low interest rates has been anticipated for some time, the necessary inflationary pressure had not emerged – until now."

 What is the yin and yang of inflation nowadays? Read more of Ed’s views and opinions within the Berne Union here.