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Investment Opportunities in a Reflationary World

We believe that investors should be aware of the new inflation narrative, and consider building portfolios that are resilient to this challenging market environment. This is the first time in almost a decade that inflation has been a concern - it will be key that investors can diversify their portfolios with asset classes and investments able to benefit from rising inflation.

Reflation Trade Under Pressure

...but Fundamentals still Supportive

The reflation narrative is still alive even though we are reaching a more mature phase. The Eurozone and Japan are in an earlier stage and should benefit from a more benign fiscal and monetary stance. The outlook for Emerging Markets is also improving, led by India and China.