Triasima Portfolio Management

The economy Inflation and the concomitant rise in interest rates were this year’s dominant macroeconomic themes. They hindered economic growth, and a worldwide slowdown has developed. Households suffer from real disposable income falling and consumer credit…

The economy Inflation and the concomitant rise in interest rates were this year’s dominant macroeconomic themes. They hindered economic growth, and a worldwide slowdown has developed. Households suffer from real disposable income falling and consumer credit…

The economy Elevated inflation is the dominant macroeconomic theme currently. It is the result of former easy monetary policies, a tight labour market and lingering pandemic disruptions to supply chains. Central bankers have become steadfast in…