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
Inflation
-
Article
-
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
-
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
-
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
-
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
-
Article
Asset allocation monthly - Lifting...
Financial markets have continued to gyrate between growth and inflation concerns. We have taken advantage of volatile market moves to…
06/10/22