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In The Spotlight
In The Spotlight
Choosing the right asset classes for your portfolio can be difficult. Learn more about why portfolio construction matters below.
In The Spotlight
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Since April lockdowns, inflation has been more pronounced within a subset of goods such as used cars, sporting goods, and electronics, driven both by an unexpected increase in consumer demand and temporary supply chain constraints. If demand pull inflation proves to be persistently strong, then there is a potential for a pull forward in the Fed’s timeframe for lift off, however, this remains consumer dependent.
Source: Goldman Sachs GIR, Commerce Dept, Labor Dept. As of Mar 24, 2021.
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Posts on the latest market developments and key themes for your portfolios
