The economic recovery continues, but darker clouds are gathering. In today's six minute strategy update Guy Monson will be discussing:
• How the acceleration of the Delta variant is beginning to impact consumer behaviour;
• The Chinese economy slowdown in the aftermath of tighter COVID-19 restrictions;
• How emerging markets are suffering from low vaccination rates and rising inflation rates and;
• The urgent climate warning issued by the IPCC in the run-up to COP26.
Join Guy as he reviews what this means for the taper programme of central banks, asset allocation and your portfolio.