INVESTMENT DESK BULLETIN DECEMBER 2021
BY DIPAN ROY, DEPUTY CIO
London & Capital’s monthly Investment Desk Bulletin gives you direct insight into how our investment specialists are interpreting the current markets and building this into your portfolio.
Each month a member of our Investment Desk will be giving a summary of the macro investment environment and the key trends which we’re following.
This month, Dipan Roy, Deputy CIO, talks about macroeconomics.
When we talk about markets and macroeconomics we often talk about the base case scenario and what is the most likely outcome. However, the future is not deterministic, it is probabilistic. So it is important to think of what could possibly be a surprise to us and the markets.
The key topics which Dipan covers are Monetary and Fiscal Policy, Inflation an Growth, and the US Dollar Cycle. He also speaks about the implications that these variables have on the markets.
To listen to the whole Investment Desk Bulletin and view the presentation, click here.
If you have any questions please get in touch via your usual contact at London & Capital alternatively email firstname.lastname@example.org and we will put you in touch with the correct person or get in contact here.