While tighter financial conditions will inevitably weigh on earnings, we believe a worst-case scenario for equities and the economy will be avoided.
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
How rail announcements offer insights into fixed income markets.
How much of a role can a liquid alternatives strategy play in a world of heightened geopolitical uncertainty, inflationary pressures, and dramatic changes in monetary policy?
An economic downturn presents challenges for markets but could the risks already be priced in? Our Market GPS mid-year outlook PDF explores portfolio positioning considerations.
Bond investors should manage their expectations about how long policymakers are willing to endure high interest rates.
Could a shift in the US hiking cycle spell a brighter outlook for hard currency emerging market debt? The Emerging Markets Debt Hard Currency team explores.
A discussion on valuations, growth expectations for 2023 and how technology can address some of the world’s major challenges.
The titan arum only flowers occasionally, but when it does, the results are impressive; high quality bonds could be set for a similar display in 2023.