The presentation provides insights into how the current war/energy crisis is exacerbating the already high inflation. The material also details what strategies...

Update on Ukranian crisis focusing on US economy and investment implications

Market reaction: The worst-case scenario of a full blown attack to Ukraine has materialised. It’s risk-off on Russian assets; global risk assets are under...

The European economy is emerging from its worst economic slump since the Great Depression. As the vaccine rollout progresses quickly across the continent,...

SPACs (Special Purpose Acquisition Company) are companies created and listed on an exchange with the purpose of buying a growth company later.

Managing a multi-asset portfolio has rarely looked as complex as it does today, especially for those investors looking for an appropriate governance model...

The ongoing slowdown in global trade will weaken global GDP growth further in 2020 – especially in advanced economies skewed towards the manufacturing...

The recent dovishness from the Fed, a benign inflation environment and the easing in global financial conditions continue to support a goldilocks environment...

A slowdown in global growth, with subdued inflation and dovish central banks (CB) committed to avoiding further economic deceleration, is a trend that,...

Emerging markets (EM) started 2019 on a strong footing and, as a result, some excessive valuation gaps have been partially closed. Yet, we continue to...

The robust performance of the US economy in 2018 has led to the supremacy of US risk assets compared to the rest of the world.

We believe we have entered a mature stage of the financial cycle amid central bank monetary policy normalisation (more advanced in the US) and decelerating...

Core fixed income allocation, usually comprising high-quality government and corporate bonds, has played a relevant role in diversified portfolios over...

After years of buoyant market conditions that have driven strong market performance across the board, investors are questioning for how long this “Goldilocks”...

We have been living for the past few years under an unprecedented regime of unconventional monetary policies. Abundant liquidity poured into developed...