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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.