2022 Private Markets Outlook

2022 Private Markets Outlook

🕔16:26, 5.Jan 2022

We enter 2022 with a lot to consider. The paths of inflation and interest rates, the profound effects of megatrends such as digitization and decarbonization and numerous sub-themes all demand our immediate attention. As private market investors we view this

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Global outlook 2022

Global outlook 2022

🕔14:08, 5.Jan 2022

Living with inflation – We expect inflation to be persistent and settle above pre-Covid levels. Central banks should kick off policy rate hikes but remain more tolerant of price pressures, keeping real interest rates historically low and supportive of risk

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Asset Allocation 2021/22: review and outlook

Asset Allocation 2021/22: review and outlook

🕔12:05, 5.Jan 2022

After the shock Covid-19 recession of 2020, global economic growth bounced back in 2021. Earnings soared more than was forecast, and the prospect of monetary tightening emerged with inflation proving less transitory than hoped. Taking the Covid period in its

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A tough week for Turkey

A tough week for Turkey

🕔10:38, 5.Jan 2022

Macro / government bonds All three major central banks making decisions last week have demonstrated that they no longer regard the downside risks to economic activity over the coming months as outweighing the need to address inflation pressure.

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