Weekly market update – Central...
Financial conditions are tightening, with the ECB raising its policy rates for the first time since 2011. We expect the…
21/07/22
Central banks
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Article
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Article
Weekly investment update – The...
US recession concerns are mounting, but still high inflation is underscoring the wide consensus among US policymakers for tightening up…
14/07/22
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Video
Asset allocation video – Recession:...
Expectations are rising that a recession is around the corner, but current economic conditions do not correspond with that outlook:…
11/07/22
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Article
Weekly investment update – Post...
First-half returns on equities and bonds were frankly disastrous. Furthermore, establishing a reliable scenario that can stand the test of…
07/07/22
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Article
Asset allocation monthly – Rates...
We have been turning more cautious in multi-asset portfolios amid doubts over market forecasts of a ‘soft landing’ in the…
05/07/22
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Article
Asset allocation highlights – ‘When...
Multi-asset portfolios have been turning more cautious since late February amid scepticism over market forecasts of a ‘soft landing’ in…
05/07/22