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Nigel Sillis is client portfolio manager at Cardano
Investment markets enter 2022 at an intriguing point in the economic cycle. The combined fiscal and monetary policy support that has propelled markets over the past seven quarters is starting to be unwound. However, it is not clear if the disruptive effects of the pandemic are definitely behind us.
What we are almost sure to see in the next twelve months is a deceleration in the rate of change of both global growth and inflation. Both growth and inflation are expected to stay positive at a healthy...
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