May 26, 2021 7:00:00 AM | LGT Private Banking Europe House View
LGT Private Banking Europe House View – June 2021
If inflation expectations continue to rise, both equities and bonds are likely to come under pressure in the short-term. Meanwhile, the rapid economic recovery is straining global supply chains, we consider commodity stocks also in this market environment as “attractive”. On bond markets, US bond yields are likely to rise gradually into the summer, but we believe the upside potential is limited.