This is the June edition of Edison Group's insight. They open with a strategy piece by Alastair George, who believes that at the mid-point of 2023 investors continue to walk a monetary tightrope. Fears of sticky, above-target inflation now alternate with growth concerns over the medium term. Markets are still assessing the ultimate impact of the long period of rising global interest rates and declining credit availability on corporate profits and valuations. Inflationary pressure remains a key risk factor for markets.
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