The market narrative is shifting towards questions about ‘too much’ stimulus and a risk of inflation. We see this environment supportive of a broadening equity market rally, albeit with significant rotations across sectors, regions and themes. In equities, we see room for our rotation-to-Value theme, 'Ready, Steady, Rotate', to extend. We add the UK to our regional preferences alongside the US, Japan and Asia ex-Japan. Rising bond yields are a challenge for multi-asset income strategies as the journey to higher yields runs through initially lower bond prices. However, we see this as a temporary challenge.Speakers:Steve Brice, Chief Investment Officer, Standard Chartered BankSean Pang, Investment Strategist, Standard Chartered Bank

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