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Sarasin - Six minute strategy: Where to for global inflation?

Guy Monson, Senior Partner and Chief Investment Officer at Sarasin, looks at the global economy and the effects of both deflationary and inflationary forces, which are critical to asset markets and clients as they budget for the years ahead.


Key takeaways

  • The risk of a second lockdown and the long-term impact it may have on GDP growth.
  • Whether China can lead global recovery on the same scale as it has done previously.
  • The rise in commodity prices and our expectations for global inflation over the next 5 years.

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Important information


It has been prepared solely for information purposes and is not a solicitation, or an off er to buy or sell any security. The information on which the document is based has been obtained from sources that we believe to be reliable, and in good faith, but we have not independently verifi ed such information and no representation or warranty, express or implied, is made as to their accuracy. All expressions of opinion are subject to change without notice.


Neither Sarasin & Partners LLP nor any other member of Bank J. Safra Sarasin Ltd. accepts any liability or responsibility whatsoever for any consequential loss of any kind arising out of the use of this document or any part of its contents. The use of this document should not be regarded as a substitute for the exercise by the recipient of his or her own judgment.


September 2020

Please note that these are the views of Guy Monson of Sarasin and should not be interpreted as the views of RL360.

Author

Guy Monson

Senior Partner and Chief Investment officer, Sarasin & Partners



September 2020


Please note that these are the views of Guy Monson of Sarasin and should not be interpreted as the views of RL360.

360 fund links

A range of Sarasin funds can be accessed through our guided architecture products Regular Savings Plan, Regular Savings Plan Malaysia, LifePlan, Oracle, Paragon, Protected Lifestyle, LifePlan Lebanon, Protected Lifestyle Lebanon, Quantum, Quantum Malaysia and also through our PIMS portfolio bond.