Rising Equities, rising Inflation – how should you allocate your portfolio?

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Presented by

Dr. Sönke J. Siemßen, Head of Client Portfolio Management at Nomura Asset Management Europe KVG mbH

About this talk

End of Covid-19 crisis is in sight, equities are up, earnings forecasts exuberant. What could possibly go wrong? Soenke examines the regional differences in the recovery, fiscal policies and monetary policies. The divergences in the world are increasing. Who are the winners, who are the losers? Should this not be reflected in market prices? He will also take a close look at the threat of inflation – in the short term as well as the long-term – and the likely reactions of central banks. Finally the implications for strategic and tactical asset allocation – how do high valuations, inflation and regional disparities during the Covid-19 crisis as well as the market recovery impact our choices? Does current market volatility yield opportunity?
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