Market Views: How would stagflation impact asset allocations?

Stagflation risks are looming over investors’ heads as expectations of higher inflation continue to rise and global economic growth faces disruptive headwinds. Investor sentiment for global economic growth is increasingly bearish, with 62% of respondents in the latest Bank of America survey predicting the US economy will experience stagflation. The survey compiled the responses of over 300 fund managers overseeing a collective $1 trillion in assets. Surging inflation and geopoli…