Revisiting the links between equities and inflation, and a look at the current situation

English -

1 Jun 2021

We have already looked at this several times this year. Nevertheless, this issue continues to raise many questions for investors, especially as the ongoing reflation process will probably be stronger, and last longer, than expected by the consensus. The links between inflation and equity markets are historically complex. We strive here to summarise them in a few points...

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