The Key Takeaways for Investors

We think the interest rates interest rate cycle will work. It just means that inflation will prove sticky and as such, we might see the pivot being pushed out. There is a risk to markets at levels where they currently trade,. I would call out equities particularly at risk simply because of the extremely positive and strong start we have seen to the year. And would reiterate what we said last time that we think there will be better entry points.