Our speakers discuss why inflation will not be a transitory risk and how the debate is shaping allocation decisions. They also touch on the relevance of this for Asian bonds, and how can investors be prepared for the Omicron variant?
The long-term drivers of growth in Asia have not changed. After the negative economic impact of COVID-19, this region will still be a key engine of economic performance for the world going forward.
Kevin Russell, CIO at UBS O’Connor tells investors that higher inflation, stronger economic growth appear to be a near certainty, as does tighter monetary policy.
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