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Higher global inflation
(Reading time: 6 - 11 minutes)

What’s the risk and implications for other assets like shares & property?

  • Rising global growth and rising commodity prices indicate the risks to inflation are gradually moving to the upside. This is most acute in the US with the Fed likely to raise rates more than the market expects this year.
  • This supports the view that the 35-year super cycle decline in bond yields is over.

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