GPI 2023: Reserve managers navigating losses, stagflation and geopolitics
The OMFIF Podcast
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Reserves Managers Fearing a Global Recession
Reserves managers don't expect inflation to be rained in in the short term. Climate change is a bigger concern for those in advanced economies right now perhaps because as mentioned before these concerns around geopolitics or stagflation. If that does prompt a flight to say for assets that's likely to hit emerging markets more immediately and perhaps harder, whereas climate change is affecting those globally.
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