deVere Investor Insight - Q1 2021

Economists are warning that the widely expected global economic recovery of 2021 may trigger a rise in inflation, ending the decade-long trend of falling bond yields and cheap borrowing costs. Some go further, speculating that the 40-year rally in government bond markets is coming to an end. As so often the case in global economics, the focus of concern is the U.S. And as it is also so often the case, too much is being extrapolated from (so far) very modest increases in inflation. Investor Insight // Q1 - 2021 35