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Appetite for thematic investments grows amid rates and inflation concerns

As central banks around the world have become more hawkish, concerns around potential interest rate hikes and inflation expectations have cast a shadow on the outlook for the second half of 2021. However, Schroders continues to take a positive view on the market, as it believes rising interest rates have limited impact on markets, and that the inflation spike we are seeing at the moment could be short-lived.

Part of the Mark Allen Group.