Disclaimer: Views in this blog do not promote, and are not directly connected to any L&G product or service. Views are from a range of L&G investment professionals, may be specific to an author’s particular investment region or desk, and do not necessarily reflect the views of L&G. For investment professionals only.
Driving Miss S&P
What’s been driving the recent mishap in US equities?
The last three years have been unusually stable; we need to get used to more frequent equity drawdowns as global liquidity is withdrawn. To decide how to react each time, it's important to assess the drivers and whether it’s the beginning of something more sinister or a buying opportunity. Here’s an example of how we do that in practice and why we see US inflation as a key risk for global markets.
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