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Economic recovery has seen inflationary concerns return for the first time in more than a decade, meaning managers must prepare for future risks. But opinion is divided, with some believing deflation is a bigger long-term concern. By John Bakie and Robin Blumenthal
As the global economy begins to recover from the covid-19 pandemic, the old adversary of inflation returns. Allianz Global Investors' Emmanuel Deblanc looks at the impact on private markets.
The current debate about whether the inflation spike we are seeing is ‘transitory’ should be reframed as ‘reflation vs sustained inflation’, according to Commonfund’s Ryan Driscoll.
Earnings growth of mid-market private companies surged more than 16% in the first two months of the year, but there are concerns that fiscal and monetary stimulus in the US are creating 'very substantial risks'.
The Golub Capital Altman Index has clocked 16% earnings growth for the market in first two months of the year, but the firm's CEO says policy creates “very substantial risks” for the economy.
Debt markets are facing their toughest time since the global financial crisis, but developments in sustainable finance give reasons to be optimistic, according to Knight Frank's Lisa Attenborough.
There’s no shortage of Cassandras sounding the alarm over what some fear is the reckless printing of money by the Federal Reserve and other major central banks to try to shore up their economies in the face of the global pandemic, even as balance sheets and government debts continue to grow exponentially, writes Robin Blumenthal.
David Rosenberg
The former chief economist at Merrill Lynch has been bearish on the economy for a while. A perfect storm of volatility suggests he’s called it right.

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