Equity outlook Adjusting and coping
Equity markets face a challenge in the form of significantly tighter monetary policy but the asset class should still outperform…
06/04/22
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Insights 1776
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Article
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Article
Equity outlook Shifting into neutral
With little sign of inflationary pressures abating, the anticipated trajectory of central bank policy rates is steepening. Although this will…
06/04/22
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Article
Asset allocation highlights Running to catch up with inflation
While markets seesaw on news reports, expectations for the level of central bank policy rates are ratcheting higher as inflation…
05/04/22
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Article
Asset allocation monthly Real yields on hold, but for how long?
March again saw realised inflation outpace expectations leading to a pricing of more hawkish central bank monetary policy. Although we…
05/04/22
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Video
Asset allocation video Running to catch up with inflation
Volatile swings in sentiment about the outcome of the conflict in Ukraine continue to sway markets. Inflation is still surprising…
05/04/22
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Podcast
Talking heads - The inflation revival
Inflation has bounced back vigorously from its pandemic-era lows: The headline rate for the US consumer price index has reached…
04/04/22
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Article
Weekly investment update - A bond rout in first quarter 2022
Data on inflation in the US and eurozone continues to surprise to the upside, roiling bond markets. Expectations for US…
31/03/22
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Article
Energy security concerns highlight the need to move faster on decarbonisation
Rapid energy price rises and concerns about energy security following Russia’s invasion of Ukraine mean that transitioning to net-zero, has…
31/03/22
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Article
Investment Symposium Series Big tech or bad tech?
Assessing the role and value of Big Tech – a sector with great growth potential, but also one dogged by…
30/03/22
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Article
Commercial real estate debt A long-term hedge against inflation and more
There are few go-to investments in public markets today. Bond markets are confronted with a secular rise in inflation and…
29/03/22