Category: Outlook
Q2 Asset allocation: Tackling inflation and recession risk
In their latest investment outlook, our Asset Allocation team explain why in light of the evolving macroeconomic environment, they now favour selling into strength.
![Ukraine flag hanging outside a building](/landg-assets/lgim/_shared-image-library/in-page-images/ukraine-flag.jpg)
The team also cover the following topics:
- The European fiscal response to inflation
- Bonds and central bankers in a supply shock
- Scenario planning and embracing uncertainty