We interviewed Yoram Lustig, Head of Multi-Asset Solutions for his thoughts around three key questions that clients are currently asking us in these volatile times. Will we see inflation or deflation as a result of the monumental levels of government stimulus across the world? From previous recessions, value stocks have emerged better than growth, but will that be the case this time? Who will be the winners and losers, and what clues can we deduce from what central banks are buying?
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