Inflation, Stagflation but no Vacation
by Geoffrey Muns One thing’s for sure, no one knows for sure what’s going to happen next. This may sound obvious, but it’s surprisingly hard for economists, especially those who are often lecturing publicly. I enjoy the thrill and attention that comes from bold predictions. And when I’m on media, I feel pressure to be […]
Inflation! We Need Some Remediation!
With the market heaving into resistance well-extended above long-term means and clearly overbought, the astute course of action heading into 2022 would aim to be a reduction of overweight equity positioning and rebalancing of overall portfolio exposures. One aspect to notice is for a potential rotation to value particularly if inflationary pressures continue to remain […]