Inflation
RC-2022.05-Investment-Insight-paper-slider
Insights Paper 5.05.2022 Setting your investment objectives: institutional asset allocation practice

Understanding the factors that contribute to setting investment objectives in the Investment Policy Statement.

More > 10 minutes
RC - 2022.04 - Inv-Talks - Fed-behind-the-curve - cover
Investment Talks 27.04.2022 Adding to the debate: “Is the Fed behind the curve"?

Interpretation on the view that the Fed is "behind the curve" from Fed official and investment implications associated with the statement.

More 5 to 10 minutes
RC - 2022.04 - Market-Story-Inflation - Cover
Insights Paper 21.04.2022 The energy crisis heightens inflation fears - Strategies to protect portfolios from inflation risk

The presentation provides insights into how the current war/energy crisis is exacerbating the already high inflation. The material also details what strategies investors can implement to protect their portfolios from inflation.

More 5 to 10 minutes
RC - 2022.04 - psychology-is - cover
Investment Talks 20.04.2022 The inflation psychology is kicking in

Understanding the dynamics of inflation and how the psychology of inflation can make it more permanent than expected

More > 10 minutes
RC - 2002.04 - Cross Asset US economy and markets
Investment Talks 5.04.2022 US economy and markets look resilient regarding the Russia-Ukraine crisis

Update on Ukranian crisis focusing on US economy and investment implications

More 5 to 10 minutes
RC 2022.04 - Cross Asset - FEd
Monthly Cross Asset 5.04.2022 Will the Fed manage to restore price stability without a recession?

The Fed is determined to hike rates rapidly. In the short-term the US economy will be supported by the many cushions present in the economy, as a result of all the fiscal and monetary support provided during the Covid crisis. The Fed will be in a more difficult situation in 2023.

More < 5 minutes
RC - 2022-03 - GIV - Header
Investment Talks 11.03.2022 Russia-Ukraine: a lot of bad news already priced in, but the outlook is deteriorating

We expect inflation to trend higher across emerging and developed markets and growth to be lower than initially expected, with higher risks for Europe and in particular countries more vulnerable to sanctions and energy price dynamics.

More > 10 minutes
Russie Ukraine cover
Investment Talks 7.03.2022 Russia-Ukraine: an uncertain outcome calls for higher focus on liquidity

There are multiple scenarios for the continuation of the crisis. What is certain is that volatility will persist and real interest rates will remain in negative territory for a while.

More > 10 minutes
RC - 2022 - market story inflation - Paer wall - EN
Insights Paper 9.02.2022 Inflation is starting to burn - Strategies to protect portfolios from inflation risk

Understanding our key convictions and portfolio implications on inflation trends ahead

More 5 to 10 minutes

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