Why economic shifts could keep upward pressure on inflation – and make the case for a global approach to equity investing.
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Different countries and diverse return drivers can be accessed through emerging markets debt hard currency.
Central bankers may have got their wish for tighter financial conditions but at what price to the economy and asset markets?
Despite facing banking-sector upheaval, the Fed rightly keeps its eye on inflation.
High quality investment grade credit may be an avenue for investors to navigate the global economic uncertainty, but regional nuances may emerge.
Why anchoring investment decisions to market conditions of the past decade could create risks for investors.
Identifying quality companies with stable earnings is a tactic worth considering as a potential defense against an economic slowdown.
The market seems determined to disregard the Fed’s resolve in maintaining restrictive monetary policy until inflation is tamed.
Hard or soft landing? Pivot or pause? While prospects for the global economy remain in the balance, David Milward, Head of Loans, considers a more predictable element for fixed income investors.
As central banks remain focused on tightening policy, how could fixed income sectors fare? The Global Bonds Team model scenarios.
Evidence of a collapse in inflation and impending economic downturn have potentially built conditions for strong returns from bonds in 2023.