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 Sanjay Joshi, Head of Fixed Income, answers to 4 questions:
- How strong will the post-pandemic recovery be?
- Can the recovery be sustained – is this an opportunity to return to a “golden growth” era?
- Is inflation set to rise breaking the secular down-trend?
- When and how will Central Banks’ tighten monetary policy? Will fiscal policy force their hand?
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 email@example.com and we will put you in touch with the correct person or get in contact here.
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