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Allocate to cyclicals as inflation looms: UBS GWM CIO

The fast roll-out of vaccination programmes and the generous stimulus packages have helped drive the global recovery in 1H21. With higher inflation still posing a risk, UBS GWM CIO advises investors to allocate to cyclicals in 2H21. “We see inflation peak in 2Q21, remain high in 3Q21 and start to ease by the end of the year,” said Hu Yifan,…

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