Global Investment Views - December 2023
Receding inflation good news but inflation fight not over
"Global economic competition is reshaping supply chains and some emerging markets, in particular in Asia, may shine".
Quartely update of the expected returns across asset classes with a 5 and 10 year horizon.
Risk assets have been in wait-and-see mode since summer’s end, but they are still pricing in a soft-landing scenario in which inflation continues to fall...