Investment Insights
Monthly Investment Outlook - June 2021
Table of Contents
In this month's investment outlook, we take a look at:
An analysis of the differing views on inflation: Deflationary forces that could bring inflation down vs factors that could sustain inflation.
The risks and consequences of the central banks' decision to not adopt appropriate or timely policies.
The possibility of several market bubbles, and activities which have caught our attention recently.
A new form of market manipulation by retail investors around so-called "meme stocks" and the effect on sophisticated investors.
Why investors should focus less on where inflation will settle, and focus more on how to prepare their portfolios should inflation turn sticky.
