The UBS CIO Monthly Letter discusses the potential risks of inflation in the context of recent economic events, such as central banks' quantitative easing and geopolitical uncertainties. It highlights the potential for inflation to remain mild in the near term but warns of higher inflation risks in the long term if central banks mismanage their exit strategies. The letter also covers investment strategies to hedge against inflation, the outlook for credit markets, and current tactical investment positioning.
documents/EFTA01089672.pdf
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