The Implications of the COVID Pandemic for Portfolios

Increasing competition for natural resources and dropping working age population across most major economies will be a major issue in the coming decade. We believe inflation will likely remain structurally higher than before the pandemic because of multiple factors such as demographic changes, the cost of energy transition, volatile raw material prices, and de-globalization. But we also recognize that higher productivity could boost potential growth and mitigate inflation in the years to come.

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