Talking heads – Upturn beckons...
We anticipate a better year for emerging market corporate debt on the back of a brighter outlook for China and…
09/01/23
Fixed income
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Podcast
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Article
COP15 highlights the need to...
Healthy, functioning ecosystems underpin society: they produce the oxygen we breathe, help mitigate climate change and support at least 55% of the global…
06/01/23
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Article
Weekly market update – Pivot...
The recent release of the minutes from December’s meeting of the Federal Open Market Committee showed US monetary policymakers worried…
05/01/23
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Article
Babies and bath water: Is...
The groans of despair heard from multi-asset portfolio managers lament the positive correlation between equities and bonds we have seen…
30/11/22
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Podcast
Talking heads – Bonds are...
The sell-off in bond markets this year has driven yields to levels that merit closer attention, says Victoria Whitehead, senior…
28/11/22
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Podcast
Talking heads – Asset allocation...
Slower growth (and eventually, lower rates of inflation) will likely come in 2023 thanks to restrictive central bank monetary policy.…
22/11/22