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Join Square Mile’s Chief Investment Officer, Mark Harries as he talks with James Ashley, Head of Market Strategy at Goldman Sachs Asset Management and Hugh Gimber, Global Market Strategist at J.P. Morgan Asset Management, as they discuss the outlook for the year ahead: inflation expectations, a potentially recessionary environment, and what this all means for investors.
After rising relentlessly throughout the year, headline rates of inflation in the UK and Europe finally dipped in November, although they remain cripplingly high. We expect inflation to continue to subside in the months ahead but more important is where it settles in the medium term.