Structural inflation? Our tip: invest...
Global inflation dynamics are undergoing a structural adjustment, leaving central banks with a prolonged struggle to bring inflation down to…
30/08/22
Fixed income
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White paper
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Podcast
Talking heads - The shock-absorbing...
As a broad asset class underlying the full spectrum of economic activity and a non-cyclical slant, infrastructure debt has attributes…
29/08/22
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Article
US housing market to come...
While recent monetary policy tightening in the US to counteract high inflation will likely take some heat out of the…
26/08/22
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Article
The risks around China’s grassroots...
China is seeing rising numbers of homebuyers stopping their mortgage payments to banks because cash-strapped developers are not delivering the…
26/07/22
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Article
Asset allocation update – Adjusting...
In our multi-asset portfolios, we are using current market opportunities to make tactical adjustments. These changes reflect valuations as well…
14/07/22
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Article
Geopolitical shocks compound long-term systemic...
The war in Ukraine has acted to exacerbate or complicate more fundamental and pervasive climate change and energy risks for…
08/07/22