The inflation moment - Strategies to protect portfolios from inflation risk

As the global economy emerges from its worst slump since the 1930s, we envisage plenty of inflation fertilisers at stake, especially in the United States. Inflationary trends could emerge due to a combination of factors, including the cyclical recovery as countries try to get the pandemic under control and gradually lift mitigation measures

This will come at the same time as a super-sized US fiscal stimulus, supply chain bottlenecks, pent-up demand and savings, and upward pressure on wages. In addition, the infrastructure plan is likely to be passed by the US Congress in late-2021, unfolding its impact mainly in 2022-23 and in the longer run.

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