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Global Value and Income Dispatch

Ten thoughts for the new inflationary regime 
 

  • Giorgio Caputo
  • Robert Hordon
  • Adam Gittes
08 Jun 2021
View PDF   Download PDF  
View PDF   Download PDF  

With a Democratic, stimulus-oriented congress in the US, accommodative central banks globally and an EU that is unified behind an investing boom to spur decarbonization, the “Low-flation” regime of the past 10 years may finally be behind us. 
 

Disclaimer

The views expressed are those of the portfolio manager as of June 2021, are subject to change, and may differ from the views of other portfolio managers or the firm as a whole. These opinions are not intended to be a forecast of future events, a guarantee of future results, or investment advice.
 

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