The message from the Fed’s latest policy meeting was unmistakable – the US central bank wants to run the economy hot for quite some time and will only tighten policy if actual inflation (not expectations) significantly and sustainably rises above its modest expectations. This is likely to add an element of volatility into the bond markets, as investors parse every bit of inflation data in the coming months. Nevertheless, we believe the environment of accelerating growth and extremely dovish central banks (the ECB announced a faster pace of bond buying only last week) is bullish for risk assets, especially US and Asian equities and higher yielding corporate and Emerging Market bonds and currencies. Speakers:Marco Iachini, Cross-Asset Strategist, Standard Chartered BankDJ Cheong, Investment Strategist, Standard Chartered Bank

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