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Filter By: Section Cyclical outlook Experts B F W Clear Andrew Balls CIO Global Fixed Income Joachim Fels Global Economic Advisor Tiffany Wilding North American Economist Order By Alphabetical Most Recent
Cyclical outlook Inflation Inflection Inflation Inflection We expect growth and inflation to peak in 2021 in developed economies, and we are focused on liquidity and flexibility in our portfolios.
Cyclical outlook Dealing With an Inflation Head Fake Dealing With an Inflation Head Fake The global economy is poised for a strong rebound, but investors should beware of market volatility stemming from pronounced inflation fears.
Cyclical outlook Bounded Optimism on the Global Economy Bounded Optimism on the Global Economy Vaccinations and fiscal support should lift the global economy in 2021, but several risks call for careful portfolio positioning.
Cyclical outlook Looking Beyond the Many Recessions Looking Beyond the Many Recessions Major economies are contracting, but extraordinary policy responses could limit severe recessions to this year.
Cyclical outlook From Hurting to Healing From Hurting to Healing Our baseline economic forecast is a U-shaped global recovery, but substantial unknowns remain.
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