Monthly Investment Outlook - June 2021

In this month's investment outlook, we take a look at:

• An analysis of the differing views on inflation: Deflationary forces that could bring inflation down vs factors that could sustain inflation.
• The risks and consequences of the central banks' decision to not adopt appropriate or timely policies.
• The possibility of several market bubbles, and activities which have caught our attention recently.
• A new form of market manipulation by retail investors around so-called "meme stocks" and the effect on sophisticated investors.
• Why investors should focus less on where inflation will settle, and focus more on how to prepare their portfolios should inflation turn sticky.

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