14/11/2023
Expert Talk
Multi Asset Fund Flash: Position for China’s Tactical and Medium-Term Opportunities
Thursday 23 June 2022
Expert Talk
We are entering a tough phase of the regime shift, as the risks over economic growth add to the already hot inflationary backdrop. This means that stagflation fears will continue to drive the market and risk assets are likely to remain very volatile, particularly the most indebted companies and those with still excessive valuations.