Post-summer; macro, inflation & China in focus – Douglas Branson and Alberto Gallo

After a period of relative calm, investors are faced with a number of considerations; inflation, reduction in monetary stimulus, developments in China and still-extended risk asset prices.
How concerned should investors be at the moment? And how does the current environment impact portfolio construction?
Douglas Branson (head of business development) and Alberto Gallo (head of global credit strategies) discuss these and other factors in the context of what investors should be thinking about for the rest of the year.

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