After the sharp equity rally over the past four months, what could possibly drive another leg up? For me, the missing ingredient has been the lack of any upward re-pricing of growth.
In the latest episode of LGIM’s Unfiltered series, LGIM’s multi-asset experts Justin Onuekwusi (Head of Retail Investments, EMEA), Chris Teschmacher (Fund Manager) and Chris Jeffery (Head of Inflation and Rates Strategy) unpack the inflation story, examining what it means for investors and identifying some key considerations for financial advisers navigating this challenging landscape.
The trade war has clearly disrupted trade flows, but better growth and positive signs of a deal might mean the Fed has overdone its dovish pivot.