Inflation Nation

Download "Inflation Nation. What it means for your portfolio" by Andrea Cicione, Head of Macro Strategy

We’re looking through the inflation spike and staying constructive on risk assets. This new leg of the reflation trade should be welcomed rather than feared. Investors rotating into cyclical sectors is a natural consequence of the cycle progressing towards a more mature stage.

Head of Strategy
Andrea Cicione, Head of Macro Strategy

Andrea Cicione

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