27/01/2022 Investment Views Global Investment Views - February 2022 January has seen strong gyrations in markets, with nominal and real yields rising sharply, driving a strong shift from growth to value in equities.
16/09/2021 Economy & Markets Shifts & Narratives #8 - Post-summer check-up on the regime shift Investors have enjoyed stellar performances over the last twelve months. A 60/40 traditional global equity/bond portfolio returned around 19% on a one-year...