Taking advantage of current market volatility

Keep an eye on the long term

clock • 4 min read
Richard Garland of Berenberg
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Richard Garland of Berenberg

We are all hoping that the pandemic is almost over and the global economy is now on a path back to normal.

However, what constitutes the ‘new normal' is uncertain and inevitably such uncertainty creates market volatility. Investors have to figure out where this path is leading them. As tepid as the post-Global Financial Crisis recovery was, the post-lockdown recovery has so far been very fast. Post-2008 high inflation was not an issue but in this cycle it has been higher and stickier. Moreover, demographics, deglobalisation and decarbonisation all suggest that the post-1980 disinflation is a thing of the past and that inflation will settle higher and retain upside risks. Market Mo...

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