Alternative Investment Posts
To view the entire post click here.
After a strong global economic recovery in the first half of the year, the events of Q3 – weakening growth and continuing inflation – have become concerning and raise the risk of stagflation. While too early to call, it is a growing tail risk that needs to be monitored given the challenging policy context and violent market impact it could have.
However, our near-term macro scenario remains positive and our portfolios are positioned accordingly – towards b
Member Posts:
Log In for More