StanChart's Gill: Inflation to Ease Only Gradually

The transcript discusses the current inflation trajectory and market environment, highlighting supply chain disruptions and central bank actions. It suggests reallocating investments towards bonds due to expected peak inflation and gradual return to lower levels. The discussion includes strategies for moderate risk investors and performance expectations for bonds and equities over the next 6 to 12 months, considering potential recession impacts.

What factors are contributing to the current inflation trajectory according to the text?

How does the speaker view the path back to 2% inflation?

What is the expected performance of bonds compared to equities over the next 6 to 12 months?

What adjustments are being made in asset allocation according to the speaker?

What are the implications of a potential recession on bond and equity returns?