About this Webinar
"We maintain a pro-risk stance. We are not concerned about the risk of stagflation in 2022, but inflation broadening makes forecasting the timing of its eventual moderation more uncertain.
Growth will slow next year but settle at above-trend rates in the EA and the US. Central banks will respond to inflation earlier than previously thought but tighten less than the market is pricing in.
All of this makes for a still-positive macro backdrop for risk assets. Corporate fundamentals are strong and margins are holding up nicely. Bonds remain expensive and continue to offer little value.
EM central banks are taking the lead in tightening monetary policy
Deflation from China in H2/22 is likely to upset market sentiment
Our neutral EM risk view is backed by positive outlook for India and Russia"
Speakers
Martin Shenfield
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