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Our latest regular features, outlooks and reports

Talking heads

Talking heads – As an alternative, consider a direct small lending portfolio
PORTFOLIO PERSPECTIVES | Audio – 2 Min

Talking heads – As an alternative, consider a direct small lending portfolio

Investors shell-shocked by the fallout from high inflation, rising interest rates and slowing economies and looking to alternative markets for…

TONKO GAST
+1 other(s)
| 03.10.2022
Talking heads –  Slow-motion recession leaves equities exposed
FRONT OF MIND | Audio – 2 Min

Talking heads – Slow-motion recession leaves equities exposed

While equity markets are feeling the pinch from rising real rates, earnings reports and guidance are yet to reflect the…

NADIA GRANT
+1 other(s)
| 26.09.2022
Talking heads – Energy crisis response should include faster transition
FRONT OF MIND | Audio – 2 Min

Talking heads – Energy crisis response should include faster transition

It is all hands on deck to deal with the current energy crisis, even if that forces countries to use…

EDWARD LEES
+1 other(s)
| 19.09.2022

Weekly market update

Weekly market update – Lions and tigers and bears
WEEKLY
MARKET UPDATE 15.09.2022
FRONT OF MIND | Blog - 2 Min

Weekly market update – Lions and tigers and bears

The latest surprise in US inflation has had an immediate, negative impact on most markets – headline inflation in August...

DANIEL MORRIS
| 15.09.2022
Weekly market update – The race to higher interest rates
WEEKLY
MARKET UPDATE 08.09.2022
FRONT OF MIND | Blog - 3 Min

Weekly market update – The race to higher interest rates

Global central banks are racing to raise interest rates to combat surging inflation. How far and fast each major central...

CHI LO
| 08.09.2022
Weekly market update – Bonds under pressure
WEEKLY
MARKET UPDATE 01.09.2022
FRONT OF MIND | Blog - 3 Min

Weekly market update – Bonds under pressure

With no respite in inflationary pressures, bond yields are rising significantly as investors position for a substantial ratcheting-up of policy...

ANDREW CRAIG
| 01.09.2022

Monthly asset allocation

Asset allocation update – Too rich for a recession
MONTHLY
ASSET ALLOCATION
PORTFOLIO PERSPECTIVES | Blog - 1 Min

Asset allocation update – Too rich for a recession

As markets continue to gyrate between concerns over recession and worries over persistently high inflation in the wake of the...

MAYA BHANDARI
| 20.09.2022
Asset allocation monthly – Disparate pricing
MONTHLY
ASSET ALLOCATION
PORTFOLIO PERSPECTIVES | Blog - 5 Min

Asset allocation monthly – Disparate pricing

 The market reaction to the Jackson Hole meeting of central bankers has been fairly sanguine: 10-year yields are a bit...

MAYA BHANDARI
+1 other(s)
| 13.09.2022
Asset allocation highlights – Expectations out of line
MONTHLY
ASSET ALLOCATION
PORTFOLIO PERSPECTIVES | Blog - 2 Min

Asset allocation highlights – Expectations out of line

Given that the current downturn really is global, we are struck by the gap between optimistic equity analyst views and...

MAYA BHANDARI
+1 other(s)
| 02.08.2022

Outlooks

Mid-year outlook takeaways – Chronicle of a recession foretold
MID-YEAR
INVESTMENT OUTLOOK
PORTFOLIO PERSPECTIVES | Blog - 4 Min

Mid-year outlook takeaways – Chronicle of a recession foretold

Investor surveys, and now the US yield curve, indicate a high likelihood of a recession in the US. The question...

DANIEL MORRIS
| 26.07.2022
Fixed income outlook – Hitting the brakes (at least in the US)
QUARTERLY
FIXED INCOME OUTLOOK Q2
PORTFOLIO PERSPECTIVES | Blog - 5 Min

Fixed income outlook – Hitting the brakes (at least in the US)

We expect official US interest rates to be raised to 3.25%-3.50% by year-end 2022 as the Federal Reserve engineers a...

OLIVIER DE LAROUZIERE
+1 other(s)
| 26.04.2022
Fixed income outlook – To neutral and beyond
PORTFOLIO PERSPECTIVES | White paper - 2 Min

Fixed income outlook – To neutral and beyond

With the US labour market at full employment, annual wage gains at 5% to 6%, and inflation at levels that...

DANIEL MORRIS
+1 other(s)
| 26.04.2022

Viewpoint highlights

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