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For now, bonds and equities can continue to perform but the big risk is that markets have collectively mis-priced what could be an unusual tightening cycle.
Only then would real yields rise enough to cause huge damage to bond and equity returns. The next six months will be “make or break” for both the pandemic and inflation.
For investors, fixed income is likely to continue to deliver negative real returns unless exposures are successfully actively managed and include some inflation protection.
The supply strains need to be watched and, for now, central banks will continue to err on the dovish side.
In modern history the global economy has never shut down in the way it did in 2020. Re-starting it has not been easy. The pandemic has not gone away and there are all kinds of supply disruptions.
Additional monetary support has been initiated across Europe and markets are really starting to rally. But are we in the clear yet?
🗣 #ESG bond issuance will grow exponentially in emerging markets over the next decade @PictetGroup
🔗 #ESG ... #EmergingMarkets #RankiaProEurope
🗣 Changing labour markets highlight the value of human capital @CapitalGroup
🔗 #Labourmarkets #insights ... #RankiaProEurope
🗣 Can the EU solve the stakeholder capitalism equation and offer a solution for its sustainable corporate governance ... model? @CFASpain
🔗 #CFA #StakeholderCapitalism #RankiaProEurope
🗣 Continuation of the global economic cycle in a diverging world @FrancaiseGroup
🔗 #GlobalEconomic #Recovery ... #RankiaProEurope
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