Spectrum Q1 2022

Also Interesting

• Who is on the other side?
• Effects of labour and product market regulation on worker flows: evidence for the euro area using micro data
• Beware of the Q Trap

Slower growth rates, tighter labour markets, higher inflation and normalising monetary policies provides the classic backdrop to a great rotation from growth to value stocks, as well as a change in fixed income strategy. But, as we discuss in this edition of Spectrum, this cycle looks different compared to anything we have seen in decades