As we enter the last few weeks of 2021, there are far more questions than answers when it comes to assessing the outlook of the global economy.
After the fastest sell-off in history, we have seen global equities rally some 60% - but it has been anything but straightforward. We had uncertainty over what shape the re-opening of the global economy would take; what impact future variants of Covid would have; and, more recently, the burning question of whether inflation is transitory or not. Investing for a full market cycle - ignoring any market volatility - sounds good in principle, but I am not sure it has been that easy in practice. We have also had to take into account the acceleration of certain trends in our everyday lives. Ta...
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