There is a global shift underway that is impacting, and being impacted by, economics, politics, climate change and demographics, to name a few factors.
One of the main features in this post-Covid cycle has been the speed with which the phases in the economic cycle have succeeded each other; the degree to which consensus economic views have been systematically caught offside; the magnitude of the inflation and policy overshoots; and the sustained periods of bond and equity correlation.
These shifts in the sands are having real-world implications for investors.
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This report, which looks at how investors are being affected and what approach they may need to take now, is worth 30 minutes of CPD.
ima.jacksonobot@ft.com
