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We’ve compiled our top five blog posts to close out the first half of the year, the themes are still relevant today and we hope it helps to make sense of the economy and markets. In April, we wrote in detail on the how, why and when of the impending rise in inflation (or reflation). Titled ‘Over the inflation hill’, the white paper series is designed to provide a deep dive into the macroeconomic backdrop for bonds, as well as the likelihood of future systemic inflation and the prospects for bond markets.
For a copy of the white paper or to provide your feedback, complete the short form below.