Inflation and multi-asset strategy
Based on the information available in July 2022, and over the medium-term: what are the critical economic forces investors need to worry about? Why do they matter for the environment for asset returns? How should investors position portfolios in response? In these uncertain times, we provide some high level thoughts on these critical issues in this short video. Inflation is clearly front-and-center, but the drivers of inflation - and therefore the implications for policy and markets – do differ by region.
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