What are the driving forces of this phenomenon which had been missing for more than 30 years? What are its main effects on equity, bond and private asset markets? Inflation, which is now at the core of the concerns of not only consumers but also investors, is challenging some asset allocation strategies constructed in a deflationary context. Understanding the successive drivers of inflation and being flexible are going to be crucial to enable investors to tap into new potential sources of performances across the various equity, bond and multi-asset segments.
We invite you to join our webcast on 21 September 2022, at 10:00 BST when Fabiana Fedeli, CIO Equities and Multi Asset divisions, Jim Leaviss, CIO Public Fixed Income and Steven Andrew, Sustainable and Income Multi-Asset Fund manager, will share their analyses of the impact of inflation, and their views on the market outlook and, as a conclusion, our convictions as regards asset allocation against this backdrop. Please note, the value of the fund's assets will go down as well as up. This will cause the value of your investment to fall as well as rise and you may get back less than you originally invested.