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Hedge Fund Unigestion Views: 2

Global Macro 2021 Review and Outlook

To read the whitepaper click here.

Our Nowcasters detected inflation risk very early in 2021, prompting a shift into real assetsInflation should cool in the new year, while growth remains healthyIn this environment we prefer US equities, Quality and Tech stocks and the US dollar in general

Like a phoenix rising from the ashes, inflation reemerged from the depths of Covid in 2020, accelerating throughout 2021 to heights not seen for decades in the Western world.


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