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Inflation is starting to burn - Strategies to protect portfolios from inflation risk

2022-02-09T15:20:00

Persistent inflation, above pre crisis levels, except for China.

Inflationary pressures should prove persistent in 2022, especially early in the year. We expect US CPI to be 5.0% on average and the Eurozone’s should remain well above 3.0% this year. China’s situation is different though, as CPI slowed to 0.9% YoY in 2021 and should only accelerate mildly in 2022.

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