Private markets: focus on ESG and transformation
Tuesday 04 January 2022
Aided by unprecedented levels of government support, the economy is experiencing a steep recovery that hides divergences and fragmentation at a sector level, as well as a period of intense disruption in the economic system, as shown in statistics on energy prices, automobile production and sea freight. After decades of disinflationary forces, we see a resurgence of inflation on the back of shortages and hyper-consumption. While the market debates if this will be temporary or structural in nature, the ruptures in supply chains and the consequences of these on the rate of inflation could endure and complicate the task of central banks in the coming months.
Understanding the 2022 outlook for real and alternative assets