For professional investors in Mexico
2022 INVESTMENT OUTLOOK
How should investors prepare for 2022?
Set the course with our Market GPS Investment Outlook
Quarterly insight from our equity teams to help clients navigate the markets and opportunities ahead.
Fixed Income Perspectives
Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.
Insight from our alternatives team to help clients navigate the markets and opportunities ahead.
The recent flattening of yield curves is incongruous to the beginning of a hiking cycle. The Global Bonds team examines the drivers of these dynamics and the team’s expectations for 2022.
Bond portfolios can act as a hedge against equity market volatility, but both the value and cost of this hedge fluctuate as economic and market conditions evolve.
The degree to which inflation elicits policy responses – and an evolving market structure – should command equities investors’ attention in 2022.
Portfolio Managers Dan Siluk and Jason England believe that the tide may have turned and that financial markets are forcing the hands of global central banks to react to brewing inflation.
The near-term prospects for emerging market equities should be influenced by the trajectory of inflation and policy makers’ response to it.
Dividends jumped by a record 22% to reach $403.5 billion – an all-time high for the third quarter.
In the aftermath of COP26, we provide perspective on key developments and what they could entail for the asset management industry.
During the second week of COP26, delegations have delved into more detailed talks as they seek to make progress before the conference’s close on November 12.
The latter half of week one at COP26 focused on the finance industry’s role in reducing emissions, including potential impending reporting and regulatory requirements.
COP26 so far has seen a focus on deforestation, the reduction of methane emissions and decarbonization of steel production and coal usage
Why this year’s conference has been given such high attention from the media and our clients, who plans to be there, and why it matters.
The sharp sell-off in government bond yields in the last few weeks is testing the patience of central banks and bond markets are reacting to the hawkish messages. Portfolio Manager Andrew Mulliner explains.