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Weekly market update – Downshifting in December?
WEEKLY
MARKET UPDATE 24.11.2022
FRONT OF MIND | Blog - 4 Min

Weekly market update – Downshifting in December?

A remarkably rapid tightening of monetary policy by leading central banks has been the dominant theme for financial markets in...

ANDREW CRAIG
| 24.11.2022
Investment Outlook 2023 – Investing in an age of transformation
PORTFOLIO PERSPECTIVES | White paper - 27 Min

Investment Outlook 2023 – Investing in an age of transformation

In our 2023 Investment Outlook, we seek to guide investors at a pivotal moment for the global economy. Surging inflation...

Weekly market update - Christmas before Thanksgiving
WEEKLY
MARKET UPDATE 17.11.2022
FRONT OF MIND | Blog - 4 Min

Weekly market update - Christmas before Thanksgiving

Since the 10 November release of the latest US consumer price index, bond yields have fallen and equities have risen....

NATHALIE BENATIA
| 17.11.2022
Talking heads – Carry is king after ‘annus horribilis’ in fixed income
PORTFOLIO PERSPECTIVES | Audio - 2 Min

Talking heads – Carry is king after ‘annus horribilis’ in fixed income

While many bond investors have felt the earth move under the feet this year as the asset class experienced the...

ARNAUD-GUILHEM LAMY
+1 other(s)
| 14.11.2022
Weekly market update – The rate of deceleration
WEEKLY
MARKET UPDATE 10.11.2022
FRONT OF MIND | Blog - 2 Min

Weekly market update – The rate of deceleration

Central banks are raising policy rates to reduce aggregate demand and bring it back in line with the productive capacity...

DANIEL MORRIS
| 10.11.2022
Crypto’s contagious effect on equities
PORTFOLIO PERSPECTIVES | Blog - 3 Min

Crypto’s contagious effect on equities

The increasing correlation between cryptocurrency trading and equity markets – especially in Asia – could be contagious. Large crypto losses...

CHI LO
| 09.11.2022
Weekly market update: Inflation, inflation, what else?
WEEKLY
MARKET UPDATE 03.11.2022
FRONT OF MIND | Blog - 5 Min

Weekly market update: Inflation, inflation, what else?

While inflation is causing a headache, there are other factors that could add up to a serious market migraine. Russia’s...

CHI LO
| 03.11.2022
The pivot is here; adding to EU credit and US equities
MONTHLY
ASSET ALLOCATION
PORTFOLIO PERSPECTIVES | Blog - 5 Min

The pivot is here; adding to EU credit and US equities

Central bank policy rates are priced to reach 5.0-5.5% in the US and 2.75% in Europe by mid-2023. Forward real...

MAYA BHANDARI
+1 other(s)
| 02.11.2022
Weekly market update – It’s not over
WEEKLY
MARKET UPDATE 27.10.2022
FRONT OF MIND | Blog - 4 Min

Weekly market update – It’s not over

Investors pay heed to the decisions of the Bank of Canada (BoC) as a ‘leading indicator’ of monetary policy elsewhere....

NATHALIE BENATIA
| 27.10.2022
Fixed income outlook – The pressure is on
QUARTERLY
FIXED INCOME OUTLOOK Q4
PORTFOLIO PERSPECTIVES | Blog - 14 Min

Fixed income outlook – The pressure is on

The US is facing slowing, but still strong demand and large negative supply shocks. We expect policy rates at between...

OLIVIER DE LAROUZIERE
+1 other(s)
| 25.10.2022
Equity outlook – Battling the headwinds
EQUITY OUTLOOK
PORTFOLIO PERSPECTIVES | Blog - 8 Min

Equity outlook – Battling the headwinds

The path ahead for global equities is clear; it’s the timing that is uncertain. Inflation has remained sticky and well...

DANIEL MORRIS
| 20.10.2022
Weekly market update – Central banks going at full tilt
WEEKLY
MARKET UPDATE 20.10.2022
FRONT OF MIND | Blog - 3 Min

Weekly market update – Central banks going at full tilt

With no prospect of a let-up in the tightening of monetary policy on either side of the Atlantic, equity and...

ANDREW CRAIG
| 20.10.2022