As central banks in Europe shrink their balance sheets, we consider the uneven impact across sectors of their stepping back from credit markets.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
The unintended consequences of the UK's mini-budget.
Growth investing in light of this year’s market volatility.
After having been driven by outsourcing and economic convergence, the next wave of emerging market growth is likely to be fueled by innovation.
Why health care could be well positioned to offer both defense against market volatility and opportunities for long-term growth.
What could higher-for-longer oil prices mean for investors?
What to expect after a significant reset of the US equity markets.
As the Fed moves into restrictive territory and indicates it will stay there for a while, yield curves flattened and recession risk rose.
Why we feel it is prudent to apply a value lens when investing in the ESG space.
How securitised sectors might play a key role for bond investors amid a challenging interest rate environment.
All the hallmarks for a recession are baked in the cake but have not washed through the economy yet. (Recorded 25 August 2022)