Quarterly outlook – 2022 will be a year of solid growth at the global level above expectations, with demand being driven by the job market, and the private and public investments underpinning aggregate demand. Inflation should soon lose impetus, as the central banks move towards normalizing the exceptional stimulus packages put in place to address the pandemic situation. Asset allocation will again favour the riskier asset classes, equity markets in particular, as our Chief Executive Officer Emilio Franco, CFA explains.

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