Weekly market update – Downshifting...
A remarkably rapid tightening of monetary policy by leading central banks has been the dominant theme for financial markets in…
24/11/22
Central banks
-
Article
-
White paper
Investment Outlook 2023 – Investing...
In our 2023 Investment Outlook, we seek to guide investors at a pivotal moment for the global economy. Surging inflation…
22/11/22
-
Article
Weekly market update - Christmas...
Since the 10 November release of the latest US consumer price index, bond yields have fallen and equities have risen.…
17/11/22
-
Podcast
Talking heads – Carry is...
While many bond investors have felt the earth move under the feet this year as the asset class experienced the…
14/11/22
-
Article
Weekly market update – The...
Central banks are raising policy rates to reduce aggregate demand and bring it back in line with the productive capacity…
10/11/22
-
Article
Crypto’s contagious effect on equities
The increasing correlation between cryptocurrency trading and equity markets – especially in Asia – could be contagious. Large crypto losses…
09/11/22