20/11/2024 Capital Market Assumptions Capital Market Assumptions 2024 Discover the Q3 update: Equity returns face dampened expectations and declining valuations, while bonds see volatility and lower government yields.
22/10/2024 Emerging Markets Emerging Markets charts and views: Gearing up ahead of US el... The global macroeconomic outlook is favourable for Emerging Markets assets, as global growth remains resilient and inflation nears target ranges.
28/06/2024 Capital Market Assumptions Cascade Asset Simulation Model Enhance your investment strategy with the Cascade Asset Simulation Model, offering 10-year forecasts on asset returns by analyzing short-term outlooks...
10/06/2024 Fixed Income & FX Bond investing when Central Banks are in motion The outlook for bond market, reassessing risks and opportunities in fixed income space.
8/04/2024 Investment Insights Five questions on the impact of carbon taxes on economies an... A carbon tax would have a significant impact on growth and inflation, with Emerging Markets particularly affected.
8/04/2024 Investment Insights Who will finance the green transition? Can central banks hel... The challenge for central banks will be to reconcile their narrow monetary policy objectives with maintaining relatively low yields for markets to fund...
6/02/2024 Emerging Markets Emerging Markets charts and views: Winners and losers in a p... Stay ahead in finance with insights on 2024 EM outlook: EM Growth Premium, monetary policy trends, Asia's resilience, and geopolitical risks.