- 09 February 2022
It has been a rough start to 2022 for risk assets as expectations of more rapid monetary policy tightening and inflation concerns pushed equities a [...]
It has been a rough start to 2022 for risk assets as expectations of more rapid monetary policy tightening and inflation concerns pushed equities a [...]
We are reducing part of our overweight equity stance in light of a more uncertain liquidity environment and the deterioration of some of our techni [...]
18 months into the Covid pandemic, the world economy has experienced its shortest yet deepest recession ever, followed by one of the strongest reco [...]
Covid recoveries push global growth to four-decade high.
After an extraordinary 2020, on so many levels, many investors can’t wait to put the year behind us. The US election, for all its noise, has not re [...]