After a bright start, US mortgage-backed securities face a sunnier year in which this fixed income asset class could reverse…
23/01/23
We have shifted to a modest long position in the Japanese yen against the euro in our multi-asset portfolios. The…
20/01/23
Watch this quarterly video with Maya Bhandari, global head of multi-asset, and chief market strategist Daniel Morris as they discuss…
20/01/23
As we are urged to eat less animal protein and more plant-based foods, for the good of our health and…
19/01/23
Financial markets have begun 2023 with a spring in their step. US inflation data has been interpreted positively. Bond yields…
19/01/23
There are a handful of key judgements that matter for the year ahead. We identify four: Probability and depth of…
16/01/23
In what can be expected to still be volatile currency markets, the US dollar looks set to lose further ground…
16/01/23
Inflation in Europe and the US has continued to soften, while China has ditched its zero-Covid policy and shifted to…
12/01/23
The winning paper at the fifth annual sustainable investment research (GRASFI) conference examines the critical subject of companies’ climate disclosures…
11/01/23
We anticipate a better year for emerging market corporate debt on the back of a brighter outlook for China and…
09/01/23
