Peder Beck-Friis
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In the post-pandemic fiscal landscape, government debt trajectories may be volatile, but appear broadly sustainable.
Despite its cyclical and secular challenges, we believe Europe is a good diversifier for duration in global portfolios.
Debt-financed fiscal policy is driving much of today’s high inflation, but as pandemic-era measures fade, central banks will likely return to their key role in managing price levels.
U.K. Market: Growth, But at What Price?
U.K. financial market volatility is likely to remain high, and the longer-term outlook likely depends on future monetary and fiscal policy.
Despite soaring inflation in Europe, hedges appear cheap