George Maris, Co-Head of Equities – Americas, says inflation, slowing economic growth, shifts in government policy and the lingering effects of COVID-19 have combined to make this one of the most uncertain periods for investors.

Key Takeaways

  • With inflationary pressures mounting and significant changes to monetary and government policy looking increasingly possible, the near-term outlook for financial markets has become especially murky.
  • Slowing global economic growth has also raised the specter of stagflation, though such periods are rare and tend to be short in duration.
  • Regardless, investors should be proactive, preparing for downside risks while taking advantage of opportunities that could be created by volatility.

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