Asset allocation update – Any...
Our multi-asset allocations have become more cautious since late February, with equity risk-taking now some 75% lower than it was…
28/06/22
Fixed income
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Article
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Article
Covid-driven pressures keep US house...
Several factors will likely keep US house prices on an upward trajectory this year. Still low mortgage rates as well…
14/06/22
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Article
Investing in green, social and...
Green, social and sustainability bonds provide financial support for projects and activities that have a positive impact on the environment…
27/04/22
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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 - Two...
On the one hand, most economies are still in the midst of reopening following intermittent lockdowns in 2021. GDP growth…
07/04/22