There is a building narrative that the world may be shifting from a reflation to a stagflation regime. While it is likely that global growth will slow as emergency stimuli are unwound and that inflation will stay elevated for longer due to supply constraints, we believe key indicators are not pointing to a stagflation outlook. As such, we would use any market dislocation to add exposure to risk assets.
- Manish Jaradi, Senior Investment Strategist, Standard Chartered Bank
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank
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