EPISODE · Apr 3, 2024 · 3 MIN
Reflecting on revisions to growth | Morning Markets
from True Potential Morning Markets · host True Potential
With downbeat forecasts on growth for China, Europe and UK at the start of the year, the positive revisions we have seen have led to a theme of global synchronised optimism and strong outcomes for portfolios in Q1. Kevin Kidney, Head of Asset Allocation discusses the consequences of such revisions and the divergence of inflation outcomes.
What this episode covers
With downbeat forecasts on growth for China, Europe and UK at the start of the year, the positive revisions we have seen have led to a theme of global synchronised optimism and strong outcomes for portfolios in Q1. Kevin Kidney, Head of Asset Allocation discusses the consequences of such revisions and the divergence of inflation outcomes.
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Reflecting on revisions to growth | Morning Markets
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