Is it time for investors to start worrying about inflation?

There is no shortage of issues to keep investors awake at night, whether company specific, industry specific, or market specific. Terrorism, politics and populism – they can all take their toll on equity, bond and cash portfolios. Technology can too.

But so can inflation, as those of us old enough to have lived through the 1970s and early 1980s have not forgotten. The combination of half a decade of double digit, high teen ...