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Fishing For Performance In Troubled Waters
Merill SICAV - 3.03.2022

In 2022 inflationary pressures have become a challenge for central banks around the globe. We will explore with you the current macroeconomic landscape and the monetary policy stance of central banks. We will briefly describe their mandates to better understand their mechanisms and the relation to inflation. The labour market will also be a part of our journey to assess the situation in the US and Europe. These elements will be critical for the positioning of portfolios in 2022.


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