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Positioning for an uneven recovery

The reflation trade continues apace but many factors are creating differences between major economic blocs. Looking forward, the three economic key drivers for the rest of 2021 are unemployment, consumption, and inflation. Liontrust’s GFI team share their insights on these as well as updating on how the GF Strategic Bond Fund is affected.
Recorded May 21 2021 38 mins
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Presented by
Phil Milburn & Donald Phillips
Presentation preview: Positioning for an uneven recovery
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  • Title: Positioning for an uneven recovery
  • Live at: May 21 2021 9:00 am
  • Presented by: Phil Milburn & Donald Phillips
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