Weekly investment update – Earnings...
Global equities continued their sell-off over the last week as a combination of higher real yields and the risk of…
28/04/22
Central banks
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Article
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Article
Fixed income outlook – Hitting...
We expect official US interest rates to be raised to 3.25%-3.50% by year-end 2022 as the Federal Reserve engineers a…
26/04/22
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White paper
Fixed income outlook – To...
With the US labour market at full employment, annual wage gains at 5% to 6%, and inflation at levels that…
26/04/22
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Article
Weekly investment update – Against...
As inflation continues to run at multi-decade highs, especially in developed markets, major central banks have stepped up the pace…
21/04/22
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Article
Weekly investment update - Two...
On the one hand, most economies are still in the midst of reopening following intermittent lockdowns in 2021. GDP growth…
07/04/22
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Article
Asset allocation highlights – Running...
While markets seesaw on news reports, expectations for the level of central bank policy rates are ratcheting higher as inflation…
05/04/22