With a Democratic, stimulus-oriented congress in the US, accommodative central banks globally and an EU that is unified behind an investing boom to spur decarbonization, the “Low-flation” regime of the past 10 years may finally be behind us.
Disclaimer
The views expressed are those of the portfolio manager as of June 2021, are subject to change, and may differ from the views of other portfolio managers or the firm as a whole. These opinions are not intended to be a forecast of future events, a guarantee of future results, or investment advice.
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