Asset allocation monthly - The...
Underscoring the still high market volatility, fixed income premia moved notably higher over October, led by real yields. Overall, we…
02/11/22
Inflation
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Article
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Article
The pivot is here; adding...
Central bank policy rates are priced to reach 5.0-5.5% in the US and 2.75% in Europe by mid-2023. Forward real…
02/11/22
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Article
Fixed income outlook – The...
The US is facing slowing, but still strong demand and large negative supply shocks. We expect policy rates at between…
25/10/22
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Article
Fixed income outlook – Tightening...
•In the eurozone, the increase in wholesale energy prices likely will continue to filter through to consumers. Surging input costs…
25/10/22
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Article
Equity outlook – Battling the...
The path ahead for global equities is clear; it’s the timing that is uncertain. Inflation has remained sticky and well…
20/10/22
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Article
Weekly market update – Battalions...
Investors may have thought that they had seen the worst of it, or at least knew what was coming, but…
13/10/22