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Our views 08 July 2021

Global equity update by Will Kenney

4 mins

Will Kenney, Senior Fund Manager, highlights the inflationary pressures created by an earnings recovery across a number of sectors.

He examines the reasons behind this and reviews whether the rise in inflation is likely to be transitory or more permanent. Will also reviews the Global Equity team’s Corporate Life Cycle investment process focusing on the ‘accelerator’ and ‘mature’ stages.

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Will Kenny video - click image to access video

Video recorded: 8 July 2021
Duration: 4 minutes