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GLOBAL ECONOMY In association with New England Asset Management (NEAM)
Storm of the Century Global fiscal and monetary stimulus measures sparked by the COVID-19 pandemic have been massive and many investors are wondering about the short and long term implications. Vin de Lucia, Chief Investment Officer at New England Asset Management (NEAM), gives his thoughts on where we are headed, in particular with inflation. Longer term he believes the fallout could lead to supply chains being less global with a greater focus on bringing manufacturing processes closer to home, a big discussion about the distribution of profits between capital and labour and inevitably higher taxes at both the corporate and individual level.
The Marine Insurer P&I Special Edition | July 2020
