Weekly market update: Inflation, inflation,...
While inflation is causing a headache, there are other factors that could add up to a serious market migraine. Russia’s…
03/11/22
Inflation
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Article
The pivot is here; adding...
Central bank policy rates are priced to reach 5.0-5.5% in the US and 2.75% in Europe by mid-2023. Forward real…
02/11/22
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Article
Fixed income outlook – The...
The US is facing slowing, but still strong demand and large negative supply shocks. We expect policy rates at between…
25/10/22
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Article
Equity outlook – Battling the...
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 – Battalions...
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
Weekly market update - Financial...
Volatility has risen sharply as global equities slump to 2022 lows, while global bond yields rise on hawkish rhetoric and…
06/10/22