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22nd December 2021

Aviva Investors: House View Q1 2022 Elevated inflation: persistent, not permanent

0th January 2022 | 45 CPD points |10:30am GMT
 

Above-trend growth, COVID-19, stubbornly high inflation, easing of emergency policy measures and climate change combine to create a heady cocktail of macro themes. Supply-chain snarl-ups and China’s new reorientation from an export powerhouse to a consumption-driven technology leader are also big themes to consider.

Join Michael Grady, Head of Investment Strategy and Chief Economist, Peter Fitzgerald, CIO, Multi-Asset & Macro, and Raphaelle Moysan, Senior Investment Director, Head of Multi-asset & Macro Investment Specialists, as they discuss our latest House View.
 
Among other themes, they’ll cover:
 
  • Supply-side challenges and inflation
  • The end of emergency policy settings
  • Climate change policies
  • Living with COVID
  • New China
  • Risks and opportunities for our growth outlook

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