Traders work on the floor of the New York Stock Exchange. If central banks in the developed economies can steer inflation back to the desired level of around 2 per cent, the quality of returns is likely to improve. Photo: AFP
Traders work on the floor of the New York Stock Exchange. If central banks in the developed economies can steer inflation back to the desired level of around 2 per cent, the quality of returns is likely to improve. Photo: AFP
Chris Iggo
Opinion

Opinion

Macroscope by Chris Iggo

Investors can look forward to four powerful tailwinds this year

  • After last year’s dismal market performance, another year of negative returns for both bonds and equities looks unlikely
  • Disinflation, lower interest rates, China’s reopening and the transition to renewable energy will sustain returns going forward

Traders work on the floor of the New York Stock Exchange. If central banks in the developed economies can steer inflation back to the desired level of around 2 per cent, the quality of returns is likely to improve. Photo: AFP
Traders work on the floor of the New York Stock Exchange. If central banks in the developed economies can steer inflation back to the desired level of around 2 per cent, the quality of returns is likely to improve. Photo: AFP
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