Central Banks With Remarkable Inflation Tolerance

In addition to political uncertainty factors, macroeconomic risks can no longer be ignored. In particular, inflation and the reaction of central banks bear watching. Although Till Christian Budelmann, Chief Investment Officer at the Swiss private bank Bergos, is indeed fearful of an overly carefree approach, he does not see excessive stagflation risks. Despite higher bond yields, equities are still the more attractive asset class. Besides US equities, the prospects for Japanese stocks are especially good(…)

Read More │Download