Latest Insights
Credit’s response as the policy brakes tighten
As central banks seek to put the brakes on higher inflation, how is this affecting credit markets?
Walking the QT tightrope
Supporting actors don’t usually steal the show, but quantitative tightening has a disruptive reputation.
Multi-asset outlook Q2 2022 – This is going to hurt
Paul O’Connor discusses the looming likelihood of recession in the near future.
Inflation’s nuanced impact on innovation in emerging markets
Inflation and policy tightening is causing innovative emerging market companies to shift priorities.
ISG Insight: What goes up must come down
Markets have fastened on to some dramatic inflation headlines in recent months but as economic growth comes under pressure is there a risk of policy error?
Signposts to watch as the credit cycle turns
Rates uncertainty and market volatility remain in focus for investors in credit as central banks move more aggressively on their tightening path.
The growing importance of alternatives in an inflationary environment
Portfolio manager James de Bunsen considers if alternative assets can help multi-asset investors to navigate this current point in the economic cycle.
Opposing Forces
A look at potential economic outcomes as central banks seek to maintain growth while stamping on inflation.
Caution Merited in an Increasingly Uncertain Market
Bond investors should exercise caution as accelerating inflation has increased the risk of policy error.
I’ll have one of everything, please The case for a more diversified fixed income portfolio
What is the outlook for economic growth and how can investors ride out the risks?
Global stocks provide clues to accelerating inflation
Equity market signals and economic data indicate US consumers are tolerating higher energy prices – for now.
Revisiting U.S. Growth in a Challenging Environment
The outlook for growth equities as market dynamics shift.