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| Manager Comments | Looking ahead, the manager believes there is still some way to go before it is worth worrying about either a relapse into recession or a sustained period of insipid economic growth. The manager says it is too early to expect any meaningful tightening of policy in the major economies due to massive output gaps and falling core inflation. “Central banks in the major developed countries continue to re-affirm that extreme settings are expected to remain warranted for an ‘extended period’. And governments are very unlikely to tighten fiscal policy while the labour market remains so weak and government bond markets remain well supported. As we have argued before this is the ‘sweet spot’ of the economic cycle for equities and risk assets more broadly.” |
| More Information | » View detailed profile of this fund |
