Asset allocation monthly – Rates...
We have been turning more cautious in multi-asset portfolios amid doubts over market forecasts of a ‘soft landing’ in the…
05/07/22
We have been turning more cautious in multi-asset portfolios amid doubts over market forecasts of a ‘soft landing’ in the…
05/07/22
Multi-asset portfolios have been turning more cautious since late February amid scepticism over market forecasts of a ‘soft landing’ in…
05/07/22
Two words have battled for supremacy in investors’ minds over the course of the year: ‘Recession’ and ‘inflation’. The higher…
30/06/22
Just a year ago, inflation appeared high but under control. Published annual consumer price rises stood at 2% in the…
24/06/22
With no sign of respite from inflationary pressures, central banks are embarking on a significant tightening of monetary policy. Valuations…
23/06/22
Higher yields, worries about rising inflation and slowing growth, and the prospect of more – and larger – US rate…
17/06/22