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Expert Opinions

A Tale of Two Economies

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“It was the best of time, it was the worst of times,” wrote Charles Dickens in the opening of “A Tale of Two Cities”, a quote that resonates with the dilemma facing investors facing two opposing risks as the global economy recovers from the Covid19 shock in 2020. Lyxor’s CIO Florence Barjou dissects these risks – of markets overestimating the strength of the economic rebound, and the possibility of a resurgence of inflation.

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A Tale of Two Economies