Digest and rebalance

NN Investment Partners
By June 7, 2021 10:15

Digest and rebalance

Multi Asset Monthly:

Macro data are increasingly heralding the start of the economic normalization process in regions where the vaccine roll-out has been smooth. In the US more infrastructure spending has been announced. Inflation numbers and expectations have risen, but we see this as a temporary phenomenon that will not lead to tighter monetary policy in the short term. In the medium term, the sustainability of the recovery will depend on how long it …

NN Investment Partners
By June 7, 2021 10:15

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