27/03/2024 Emerging Markets Unveiling the value of EM debt The current landscape presents an opportune moment to reconsider the role of Emerging Markets Debt in portfolio allocation, with high nominal yields and...
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...
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.
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.
26/03/2024 Retirement Pension Funds Letter 20 - Looking past short-term noise to t... Explore Pension Funds Letter 20's insights on looking past short-term noise to focus on long-term success in investing and responsible decisions.
25/03/2024 Central banks’ divergences in sight Explore the divergences in central bank policies and their impact on global bond investments. Discover potential opportunities in bonds and equities amidst...
18/03/2024 Gold has been shining bright this year Discover the latest insights on gold prices and the factors driving its surge this year. Learn about the impact of Fed rate cuts, geopolitical risks,...
12/03/2024 Cross Asset Research Cross Asset Investment Strategy - March 2024 Explore the intricacies of global finance with insights on US economic indicators, emerging market trends, and macroeconomic forecasts. Delve into the...
12/03/2024 Economy & Markets Macroeconomics, Geopolitics, and Strategy - March 2024 Stay informed on finance with our expert analysis. Explore macroeconomic trends, Eurozone PMIs, emerging markets, central bank updates & geopolitical...
12/03/2024 Economy & Markets Macroeconomic and financial market forecasts - March 2024 Stay ahead with accurate forecasts for macroeconomic trends and financial markets as of March 7, 2024. Get insights crucial for informed decision-making...