Balancing Act: how will growth and inflation risks impact asset classes in the months ahead?
40 minute watch
- As the market and economic environments continue to shift, it may be time for investors to switch from defense to offense in parts of fixed income
- The U.S. does not have exclusive rights to innovation – European companies are at the leading edge in areas such as renewables and electrification
- Goods inflation is yesterday’s news – services inflation is the area to watch