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With the U.S. and China raising tariffs on each other’s goods, we may be entering a prolonged period of trade tension.
We believe ESG investing no longer needs to be an either/or paradox – either financial return or sustainable development. Investors can pursue both.
Shelter inflation, which tends to be influenced by the business cycle – and is therefore a focus for the Fed – was again firm.
Group CIO Dan Ivascyn says that while there’s considerable uncertainty going forward, it’s premature to suggest a recession is imminent.
We see reasons why the current monetary and fiscal policy rhetoric may support higher inflation.