Paul Diggle, Deputy Chief Economist + Craig MacKenzie, Head of Strategic Asset Allocation
The global economy will experience several years of above-trend growth as it rebounds out of the Covid crisis, helped by vaccine rollouts, accommodative fiscal and monetary settings, and the better adaptation of firms and households to restrictions where they remain in place. The near-term strength of demand, amid an array of supply bottlenecks, is generating a period of higher inflation. Although we expect this to be largely transitory, there will be meaningful divergences across countries and sectors. How will these themes play out – and what are the implications for our investments today?
Please join us for the Global Economic Outlook - A divergent recovery virtual event, where will take a deeper dive into these key questions, and more.