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Barings (Europe)

2021 Top 500 ranking: 78

Up, Up, but Not (Run) Away Inflation

Up, Up, but Not (Run) Away Inflation

The latest round of euro area lockdowns caused less damage than initially feared. Earnings on both sides of the Atlantic continue to beat expectations amid the favorable economic backdrop. Meanwhile, in China, PMIs suggest that the growth driver may be shifting.

Barings

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