As we emerge from the shadow of the virus and global economies get back on their feet, there is the growing realisation that society can begin to live with the virus in the months and years ahead.

This is allowing policymakers for the first time to consider withdrawing some of the vast emergency stimulus programmes that have been put in place in the last eighteen months.

Join Guy Monson as he discusses three key factors complicating this delicate exercise and what this means for asset allocation and our policy update.

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