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.
22/12/2022 Investment Views Global Investment Views - January 2023 The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.
19/12/2022 Economy & Markets Hawkish surprise from the ECB Understanding the outcome of the latest ECB meeting and its fallout on the euro bond market.
16/12/2022 Economy & Markets Fed: Staying the course until the job is done Understanding the outcome of the December FOMC meeting and its market implications.
8/12/2022 Retirement Inflationary era demands new approach from pension plans Investors can no longer expect double-digit returns as inflation has roared back to life and central banks are tightening policy. A higher-for-longer...
2/12/2022 Economy & Markets Defensive asset allocation extends into 2023, with a gradual... The economic backdrop foreseen for the next 12 months suggests that the ongoing correction will continue through the first half of 2023, featuring a profits...
1/12/2022 Retirement Pension Funds Letter 16 - Contemplating the unknowns, respon... December, the month where festive end-of-year preparations and celebrations shift into top gear, just as commentators become busy reflecting on the past...