Investment Outlook 09.2021
IMT Asset Management

Investment Outlook 09.2021



Global growth is slowing but remains strong. At the same time inflation is rising due to strong pent-up demand and supply-side restrictions. Many producers are faced with pandemic-related supply-chain disruptions. A notable example is the global scarcity of semi-conductors.

Thomas Trauth

Economist, Dr. rer. pol., CFA, FRM