Martin Jecks, Senior Director and Multi-Asset Strategist on our Asset Research Team, shares our read on the current economic outlook and what it means for market pricing and multi-asset strategy.
Inflation remains top-of-mind for investors and central banks globally – despite the differing causes and impacts across regions. How is monetary policy responding to these historic economic conditions? And, how does that compare to what markets are pricing-in? We check-in our latest thinking on these topics, as well as how we are positioning portfolios in response in a short video featuring Martin Jecks, Senior Director and Multi-Asset Strategist on our Asset Research Team, recorded at the end of October 2022.
