with Javier Corominas, Daniel Grosvenor and Regis Chatellier
December 15, 2021
In our final webinar for the year, our strategists Javier Corominas, Daniel Grosvenor and Regis Chatellier will discuss our highest conviction calls across bonds, currencies and equities, both in DM and EM markets.
2021 has proved to be a year of twists and turns, as we moved from early to mid-cycle, reflation to stagflation concerns, amid ever present Covid-19 risks. We expect 2022 to bring challenges and increased opportunities for investors as policy differentiation takes hold and economic performance varies across markets, geographies and thus asset classes.