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RFUN - Global Perspectives: Sitting Still Can Be Hard To Do
RiverFront Dynamic Unconstrained Income ETF
Diminishing economic uncertainty from COVID-19 should give rise to expectations of a normalisation of monetary and fiscal policy during 2022.
Although there has been much discussion on the prospect of rapidly rising inflation, we believe growth risks remain paramount for equity investors at this time.
We believe it is too early to declare that inflation is running out of control as the recent data are likely to be highly distorted by the inventory cycle and investor behaviour.