There’s money to be made anticipating the next central bank pivot
After a period of synchronised monetary policy among developed markets, 2024 presents a new phase of divergence, creating opportunities for astute investors.
Remember the era when inflation was deemed “transitory”? That marked the first major divergence among central banks.
While emerging markets began raising interest rates, central banks in developed markets optimistically anticipated a natural dissipation of inflation. This expectation proved unfounded.
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Arian Neiron is managing director and head of Asia-Pacific at VanEck.
