David Jane: Rising inflation raises spectre of corporate defaults
Real assets highly attractive
David Jane: "The greatest risk we perceive is around the market’s view of the reflationary trade."
Increased inflation may ultimately lead to a credit-driven recession, warns David Jane, while the US's debt-laden car sector may pose significant headwinds to the country's growth
Economic growth appears robust and inflation is finally reappearing, which is a foundation for our positive view on equities and cautious view on bonds. We try not to base our portfolios on a single-point...
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