In our latest webinar, we were pleased to welcome our consulting economist Gerard Minack of Minack Advisors to discuss economic outlook in this time of War, Oil Shocks and Market Gyrations.
We view the decade ahead to be characterised by a shift from deflation to inflation, globalisation to isolation, monetary to fiscal excess and a free-market approach to populist intervention, with implications across the key asset classes of bond, equities, and commercial property.