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Stagflation and equities: how the current climate needs to adapt
- Investment Management
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Video
- 23.09.22
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As the Russia-Ukraine crisis continues to impact the global economy, the threat of stagflation is looming for investors. While favouring portfolios holding defensive stock, stagflation hinders the performance of major industries, including financials, industrials and IT. In this video, Schroders covers the different levels of exposure faced by various countries around the world, and how small changes to asset allocations can protect equities.