Fixed income outlook Tightening the vice
•In the eurozone, the increase in wholesale energy prices likely will continue to filter through to consumers. Surging input costs…
25/10/22
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Insights 1758
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Article
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Article
Equity outlook Battling the headwinds
The path ahead for global equities is clear; it’s the timing that is uncertain. Inflation has remained sticky and well…
20/10/22
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Article
Weekly market update Central banks going at full tilt
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 The second shoe
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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Article
China, Asia, global emerging market outlook - Restarting the growth engine
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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Article
China, Asia, global emerging market equities: Light at the end of the tunnel?
After a tough start to the year, more fiscal stimulus and a looser monetary policy have brightened China’s prospects. Though…
18/10/22
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Podcast
Talking heads Flies in the green ointment? Take a longer-term view
Tumultuous geopolitical and economic times may be clouding the prospects for the high-growth renewables sector now, but investors should not…
17/10/22
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Article
Chinas property market How seriously at risk is it?
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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Article
Weekly market update Battalions of sorrows
Investors may have thought that they had seen the worst of it, or at least knew what was coming, but…
13/10/22
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Article
Indias residential property market has all the ingredients for strong growth
In many developed and emerging markets, the residential real estate sector is seeing prices stall and sales volumes fall. India…
12/10/22