Investment Week editor Lauren Mason speaks to Karen Ward, chief market strategist for EMEA at JP Morgan Asset Management, about the growing influence of central banks, the death of the economic cycle, and when 'meaningful inflation' will rear its head.
A lot has happened in markets over the past year - it is hard to know where to start. As we head towards a gradual form of normality after such a sudden recession, what are some of your key considerations? One of the big things I think about today is whether the whole concept of an economic cycle is dead. The pandemic reminds us that sometimes things happen very much off-cycle that nobody can predict. And yet, I see some of my peers talking about a new cycle, and therefore setting us up for ten years of economic expansion. But it is entirely possible that within a couple of years, u...
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