Omnis Managed Portfolio Service - Monthly Commentary

Omnis Managed Portfolio Service - Monthly Commentary

4th June 2021

US inflation has seen its biggest jump since 2008, fuelling concerns that rising consumer prices may become a problem for the economy. Any hint that central banks, particularly the Federal Reserve (Fed), are genuinely concerned about inflation – or less convinced that it will be transitionary – could spook markets.

Here is our one-page monthly commentary update for the Omnis Managed Portfolio Service, which incorporates our macroeconomic views and latest asset allocation positioning.

Download the update now >>