The Investment Clock model that guides asset allocation within our multi asset team has dipped into Stagflation territory amidst a deteriorating economic backdrop and fear of trade wars looming. Hiroki Hashimoto takes a closer look at the situation and explains how we expect this dip into Stagflation could be both mild and temporary.
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Past performance is no guide to the future. The value of investments and the income from them is not guaranteed and may go down as well as up and investors may not get back the amount originally invested. The views expressed are the author’s own and do not constitute investment advice.