In this report and video, Nicholas Brooks, Head of Economic and Investment Research at ICG, gives an update on how we see the economic landscape evolving over the next year or so and what it means for sectors, companies and private markets in particular.
Key topics covered:
- What will drive the economic recovery?
- Which sectors and segments of the economy will benefit most?
- Are inflation concerns justified?
- What does this mean for interest rates?
- Investment outlook and implications for private and credit markets