Asset Allocation Monthly - Not So Fast

Terug

The surge in equities and fall in long-term bond yields so far this year suggest investors have been buying into the idea of ‘immaculate disinflation’ — that easing inflation would be painless for growth in 2023. Such market moves could also reflect the notion that it is ‘job done’ for central banks in their fight against inflation. Our base case is more cautious.

Om dit artikel te lezen heeft u een abonnement op Investment Officer nodig. Heeft u nog geen abonnement, klik op "Abonneren" voor de verschillende abonnementsregelingen.