Shifts & Narratives #9 - Adapting equity portfolios to a regime of higher inflation

Monday 04 October 2021

Research / Market

The return of inflation is clearly one of the top themes of 2021 and the post-pandemic economic revival. In addition to the temporary effects associated with supply chain bottlenecks (semiconductors, energy, copper, etc.) during a sudden upturn, there is the question of a potential change in the inflation regime...

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