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In a reflationary environment we would expect rising rates, more competition for capital, and greater differentiation in the performance between firms -- all important ingredients in generating alpha.
www.cityam.com Nevertheless, the divergence is interesting as it suggests that there is less crowd conviction about the growth element of the reflationary story than is being touted by the talking heads.
themarketmogul.com But in a reflationary global environment, with economic growth picking up, it remains the case that equities are still the place to be.
www.telegraph.co.uk That's an enormous boost to the economy -- it's reflationary and very positive for exporters.
www.brisbanetimes.com.au Investors are cashing in on the global reflationary trade.
uk.reuters.com