Fixed income outlook – Tightening...
•In the eurozone, the increase in wholesale energy prices likely will continue to filter through to consumers. Surging input costs…
25/10/22
Front of mind
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Article
Weekly market update – Central...
With no prospect of a let-up in the tightening of monetary policy on either side of the Atlantic, equity and…
20/10/22
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Article
Equity outlook Q4 2022 –...
While the path for global equities is clear, the timing is uncertain. Inflation is still sticky and well above the…
20/10/22
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China, Asia, global emerging market...
Fiscal stimulus and a looser monetary policy have improved China’s prospects, but the current slowdown of its economy, rising inflation…
18/10/22
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China’s property market – How...
While China’s well-documented property sector woes have led some observers to foresee a market crash with systemic implications, we believe…
14/10/22
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Weekly market update – Battalions...
Investors may have thought that they had seen the worst of it, or at least knew what was coming, but…
13/10/22