Outlook: New challenges await
Inflation rising above central bank targets in both the US and Europe threatens the global economy as it recovers from the shock of COVID-19. The impact on interest rates and growth is unclear, leaving investors with a dilemma on their hands. Should they continue to maintain a risk-on stance or raise their defences against potentially higher volatility throughout next year? At this time of uncertainty, IPE asked a selection of CIOs and strategists to comment about their asset allocation priorities for 2022 and beyond
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