Equity turmoil in the wake...
The combination of the uncertain path of the Ukraine conflict, heavy-duty lockdowns in China in response to the Omicron surge…
10/05/22
Central banks
-
-
Article
Asset allocation highights – Adjusting...
Different factors have been driving the main equity markets: For US stocks, the question is whether rising real yields will…
06/05/22
-
White paper
Asset allocation monthly - Downside...
The tug of war between rising real yields and slowing earnings growth remains a feature of US equity markets, while…
06/05/22
-
Article
Weekly investment update – Central...
The Federal Reserve has raised its benchmark policy rate by a sizeable 50bp to rein in robust inflationary pressures, confirming…
05/05/22
-
Video
Asset allocation video – Downside...
Expectations of persistent inflation leading to tighter central bank monetary policy are likely to continue to weigh on fixed income…
05/05/22
-
Article
Chart of the week –...
Hawkish talk from policymakers at the US Federal Reserve has triggered a sharp rise in real yields, prompting a derating…
28/04/22