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October 12, 2021


BILBoard October 2021 – The tide is turning on monetary policy

September marked a clear shift in the tone of global monetary policy, with key central banks now openly contemplating tightening as they observe robust growth and stickier inflation. We believe that markets are able to digest a gradual, well-communicated tightening campaign and we remain overweight on risk assets, with our portfolios positioned to benefit from progressively higher rates. Discover more about our investment strategy in our latest BILBoard publication available in:

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