After a decade-long lull, markets have started to price in higher inflation expectations. However, we believe the growth outlook will be a more important driver of equities over the next 12 months as inflation gradually abates. We prefer equities over bonds and cash, but an allocation to gold can help mitigate any inflation surprises along the way.
Speakers:
- Marco Iachini, Cross-Asset Strategist, Standard Chartered Bank
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank
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