Geopolitical tensions and economic uncertainty are threatening market stability, yet many investors remain unprepared for the challenging times ahead. Private markets and private debt offer an attractive alternative.
The uncertain political and economic climate is creating challenges for many investors.
The war in Ukraine and subsequent international sanctions against Russia, renewed tensions between the US and China, the rise of widespread protectionist trade policies, the Covid-19 pandemic and Brexit have all contributed to inflationary pressures.
Forecasters initially saw this as a temporary situation. But there are now concerns that inflation is entrenched and risks are becoming structural.
A more inflationary environment could cause central banks to increase interest rates faster and further than previously expected, which in turn could lead to a period of below-trend or negative growth in many regions.
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