Global Investment Views - July 2021

Tuesday 22 June 2021

Global Investment View

Global Investment Views - July 2021 - CIO Views

The waters look to have remained calm in financial markets, despite the hot numbers coming from the real economy. Although we view the outlook as generally positive, the larger  economies are at different stages in their journeys towards peak acceleration. Europe and some EM still have some room to go in this respect. But what all regions have in common is rising pressures on input and producer prices amid supply-chain disruptions, and inflation figures trending firmly higher. Strong undercurrents could make the environment far less safe than it seems...

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