Our quarterly publication looks at economic trends and long-term asset allocation themes. We assess the prospects for markets using our SOLVER model (Stage of the cycle, Outlook, Leading indicators, Valuations, Expectations and Risks). The Focus article looks at the legacy of Covid for government finances - higher debt, higher deficits and higher spending and tax as a percentage of GDP. Plus regional analysis covering the US, China, UK, Euro zone and Japan. This publication is available for professional investor clients. Contact Tricio if you are interested in receiving a copy.
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