Weekly market update – Central...
With no prospect of a let-up in the tightening of monetary policy on either side of the Atlantic, equity and…
20/10/22
With no prospect of a let-up in the tightening of monetary policy on either side of the Atlantic, equity and…
20/10/22
While China’s well-documented property sector woes have led some observers to foresee a market crash with systemic implications, we believe…
14/10/22
Investors may have thought that they had seen the worst of it, or at least knew what was coming, but…
13/10/22
In many developed and emerging markets, the residential real estate sector is seeing prices stall and sales volumes fall. India…
12/10/22
Volatility has risen sharply as global equities slump to 2022 lows, while global bond yields rise on hawkish rhetoric and…
06/10/22
With US yields near 4%, we took profits on our US duration underweight, lifting government bond and US bond allocations…
06/10/22