Rich pickings: Allocating for recovery

 

 

 

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Wary of the rebound
How should investors approach the road to recovery and its scattered potholes? This month, Editor in Chief Richard Edgar discusses rebounds, stimulus, second waves, and the likelihood of inflation with Chief Investment Officer for Fixed Income Steve Ellis; Global Economist Anna Stupnytska, and Portfolio Manager Charlotte Harington; with additional contributions from Portfolio Manager Ian Samson in Hong Kong.

 

"The market is underestimating inflation. Reduce duration and look for income."
Steve Ellis, Chief Investment Officer

 
 
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