Major test ahead for improved...
Multi-asset portfolios benefited from an upturn in risk appetite – in particular via our long positions in US and Chinese…
06/12/22
Central banks
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White paper
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Article
Weekly market update – US...
The recent publication of the minutes from the November meeting of the US Federal Open Market Committee (FOMC) showed most…
01/12/22
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Article
Weekly market update – Downshifting...
A remarkably rapid tightening of monetary policy by leading central banks has been the dominant theme for financial markets in…
24/11/22
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White paper
Investment Outlook 2023 – Investing...
In our 2023 Investment Outlook, we seek to guide investors at a pivotal moment for the global economy. Surging inflation…
22/11/22
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Article
Weekly market update - Christmas...
Since the 10 November release of the latest US consumer price index, bond yields have fallen and equities have risen.…
17/11/22
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Podcast
Talking heads – Carry is...
While many bond investors have felt the earth move under the feet this year as the asset class experienced the…
14/11/22