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Following strong growth over the summer half, the emergence of Omicron amid renewed stringency measures, bottlenecks in key input markets and a lower catch-up potential point to a blip in the winter 2021/22.
Achieving the SDGs and the Paris Agreement will require trillions of dollars in expenditure over the coming decade.
Despite disruptions in the production system and the oscillation of constraints linked to health risks, global growth continues.
Charles Montanaro is our Fund Manager of the Month for the Month of January.
It is not often that we get it right in the short term, even if they are well founded.
Although the current situation is not as severe as full lockdowns, it creates imbalances, bottlenecks and overheating.
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