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Global Value and Income Dispatch

Inflation now; deflation later?

  • Giorgio Caputo
01 Aug 2021
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View PDF   Download PDF  
  • We see risk still skewed to higher rates and inflation but are on alert
  • We have pulled back a touch from cyclical equities and saw value in convertible bonds
  • With income inequality in focus, is it time to align your capital with labour?

Disclaimer

For professional investors only. Past performance is no guarantee of future performance. The value of investments and the income from them may go down as well as up and you may not get back your original investment. The information contained herein including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation. The Fund’s investment include shares in small-cap companies and these tend to be traded less frequently and in lower volumes than larger companies making them potentially less liquid and more volatile.

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