Before March 2020 the global economy was in a so-called ‘goldilocks zone.’ A mix of low interest rates, low inflation and low and positive growth pushed up asset prices continually. But the pandemic has been a transformative event. Has it fundamentally changed anything? Many seem to be cynical about the message that inflation is ‘transitory’. But bond and equity markets are suggesting that nothing has changed; we can carry on as before.
Join Duncan MacInnes from Ruffer to hear whether we are heading back to 2019 or if a new economic regime is upon us. We will look at the possible scenarios ahead and suggest how best to be positioned for each.
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