Pricing power is the key for companies to protect their profits during a time of inflation, says Christophe Braun
The World Bank, the IMF and the Food and Agriculture Organization of the United Nations have all been in the news lately vocalising concerns about increasing food prices and the knock-on implications.
Conditions don't support rally
As we continue through 2022, valuations for most asset classes appear full - particularly equity market multiples, but also extending to credit spread
Look for opportunities in high-yield corporates and US TIPS, says Flavio Carpenzano