Asset allocation video – Taking...
Higher yields, worries about rising inflation and slowing growth, and the prospect of more – and larger – US rate…
17/06/22
Macroeconomics
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Video
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Article
Asset allocation update – Reducing...
Bond markets have been testing the Bank of Japan’s (BoJ) commitment to maintain yield curve control by keeping yields on…
15/06/22
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Article
Weekly investment update – Here...
May ended on a positive note for equities as they regained their end-April level (MSCI ACWI), but June has seen…
10/06/22
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White paper
Asset allocation monthly – Mounting...
Over the last 30 years, broad asset returns have rarely been weaker as financial markets increasingly price in ‘stagflation’. What…
31/05/22
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Asset allocation highlights – Stagflation...
Over the last 30 years, broad asset market returns have rarely been weaker: So far this year, the losses for…
31/05/22
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Article
Weekly investment update – Weaker...
Global equities have continued their sell-off over the last week. What is new is that markets are now reacting to…
26/05/22