We believe the so-called global reflation trade is taking a pause, as reflected in the pullback in US Treasury yields and a few other market indicators. However, fundamental data, including upbeat corporate earnings, point to a sustained recovery in the global economy. Hence, we would use the current dislocations to position for a continued cyclical recovery in risk assets.Speakers:Manish Jaradi, Senior Investment Strategist, Standard Chartered BankAbhilash Narayan, Senior Investment Strategist, Standard Chartered Bank

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