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Alternative Perspectives
Insight from our Diversified Alternatives team to help clients navigate the markets and opportunities ahead.
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Repricing Risk: How Might the Ukraine Conflict Impact Financial Markets?
Paul O’Connor, Head of the UK-based Multi-Asset team, provides a short overview of his thoughts on the potential impact of rising commodity prices on the global economy, particularly in Europe.
Markets hinge on inflation and eventual pace of rate hikes
The shift toward tighter monetary policy has been – and likely will continue to be – a dominant theme in financial markets.
Russia/Ukraine: Implications from an EM Investment Perspective
Considering the investment implications for equity and debt markets due to the Russia-Ukraine situation.
Equities: choppy waters likely until policy path becomes clearer
A shift in US Federal Reserve policy has battered equity markets. What comes next will depend on how the central bank navigates the next few months.
Fed to the market: one step closer
With an initial rate hike just around the corner, attention now turns to how the Federal Reserve will manage its balance sheet reduction.