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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?
April money / CPI data reinforce gloom about global economic prospects for the remainder of 2022, argues Simon Ward, Economic Adviser.
Real money contraction and weakness in other financial variables suggest a 70% probability of a recession in 2022, argues Simon Ward
Global six-month real narrow money growth fell further below industrial output expansion in March but the gap is likely to narrow as CPI and output momentum cool, a development historically associated with a fall in Treasury yields, argues Simon Ward, Economic Adviser.
Recent monetary trends, if sustained, are consistent with inflation rates returning to target by 2024, argues Simon Ward, Economic Adviser.
Views on the impact of stagflation concerns, rising rates and higher input costs on the real estate investment trusts (REITs) sector.
Our fixed income teams consider monetary policy-related conundrums and where, outside of policy, they see opportunities and risks for investors.
A look at potential economic outcomes as central banks seek to maintain growth while stamping on inflation.
Bond investors should exercise caution as accelerating inflation has increased the risk of policy error.
What is the outlook for economic growth and how can investors ride out the risks?
Monetary indicators remain cautionary and similar conditions historically have been associated with relative resilience of defensive sectors, high income yield and quality, argues Simon Ward, Economic Adviser.
Key findings from a study exploring the relationship between environmental, social and governance (ESG) factors and tech company valuations.