2023 Investment Outlook - Some light for investors after the...
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The energy and inflation crises have uncovered cracks in the long-standing global foreign exchange regime. A new approach to currency management is required to face the immediate challenges, and the rise of an alternative regime.5 to 10 minutes
Dollar strength is causing strains, even in developed countries like Japan and Britain. Countries will have to intervene to fix misalignments in currency markets.< 5 minutes
A sharp economic slowdown seems to be looming in both Europe and the US, which would make bond markets attractive again, especially in the US. Conversely, the Chinese economy is expected to reaccelerate.5 to 10 minutes
Today, with developed market equities highly correlated and bond yields remaining subdued, investors are searching for other sources of income. In this respect, China’s assets could prove to be a useful diversifier for global portfolios, as they are likely to become increasingly independent from US ones.> 10 minutes