Reflation: Endgame

JP Morgan
By January 4, 2022 16:09

Reflation: Endgame

These superheroes all contribute in their own way to a rise in prices, wages, economic growth and asset prices. See inside cover for details. In this year’s Outlook, we look at the consequences of reflation for equity markets that are already pricing in plenty of good news. Special topics include China and the regulatory purge, dividend investing, real assets (commercial real estate, timber and infrastructure), investments in fintech and cybersecurity firms, ESG impacts on portfolios and the high cost of Brexit.

JP Morgan
By January 4, 2022 16:09

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