Our discussions at the IMF/WB's annual jamboree have as always helped to inform our global views, alongside the new WEO
We see three key themes for investors to watch through this turbulent year...
1) lower global growth and higher inflation, 2) tighter global financial conditions, 3) a rising risk of debt distress
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This report is independent investment research as contemplated by COBS 12.2 of the FCA Handbook and is a research recommendation under COBS 12.4 of the FCA Handbook. Where it is not technically a research recommendation because the subject of the research is not listed on any European exchange, it has nevertheless been treated as a research recommendation to ensure consistent treatment of all Tellimer's research. This report has been produced by the analyst(s) named above (the "Analyst").
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