INVESTMENT OUTLOOK
What are the risks to markets with the releasing of the inflation genie?
This monthly commentary gives a roundup of global markets and trends.
The value of investments can fall as well as rise and that you may not get back the amount you originally invested.
Nothing in these briefings is intended to constitute advice or a recommendation and you should not take any investment decision based on their content.
Any opinions expressed may change or have already changed.
Published on 13 May 20211 minute read
In this edition:
- Against a backdrop of vaccine rollouts and easing lockdowns, year-to-date the MSCI All Country World Index (ACWI) saw total equity returns (including dividends) up by 8% in sterling terms.
- Accommodative fiscal and monetary policy, together with lockdown easing, provides support for the global recovery.
- The IMF has forecast global real GDP growth of 6% in 2021 – that’s the fastest rate since records began back in 1980.
- The prospect of growth this rapid is leading to concerns of overheating.
- Inflation may run hotter for some time.
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