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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
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
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
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 – Battalions of sorrows
WEEKLY
MARKET UPDATE 13.10.2022
FRONT OF MIND | Blog - 3 Min

Weekly market update – Battalions of sorrows

Investors may have thought that they had seen the worst of it, or at least knew what was coming, but...

DANIEL MORRIS
| 13.10.2022
Weekly market update - Financial volatility, what’s new?
WEEKLY
MARKET UPDATE 06.10.2022
FRONT OF MIND | Blog - 4 Min

Weekly market update - Financial volatility, what’s new?

Volatility has risen sharply as global equities slump to 2022 lows, while global bond yields rise on hawkish rhetoric and...

CHI LO
| 06.10.2022
Asset allocation monthly - Lifting US bonds to neutral
MONTHLY
ASSET ALLOCATION
PORTFOLIO PERSPECTIVES | Blog - 4 Min

Asset allocation monthly - Lifting US bonds to neutral

Financial markets have continued to gyrate between growth and inflation concerns. We have taken advantage of volatile market moves to...

MAYA BHANDARI
+1 other(s)
| 06.10.2022
Weekly market update – A tipping point
FRONT OF MIND | Blog - 3 Min

Weekly market update – A tipping point

The degree and speed of monetary policy tightening in developed markets triggered renewed selling of equities and a further sharp...

ANDREW CRAIG
| 29.09.2022
Weekly market update – Conduct of monetary policy - Not the easiest game in town
FRONT OF MIND | Blog - 3 Min

Weekly market update – Conduct of monetary policy - Not the easiest game in town

Since the Jackson Hole economic symposium in late August, things have quickly escalated: Hawkish decisions and comments from US policymakers...

NATHALIE BENATIA
| 22.09.2022