The value winter is thawing

The value winter is thawing

🕔16:02, 2.May 2022

Multi-asset market outlook: Commodity prices surged by 36.1% (In US dollars) in the first quarter on the back of widening geopolitical risk premiums and outright supply distortions as the world’s third-largest oil producer, Russia, faced sanctions. As both the level

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Spectrum Q1 2022

Spectrum Q1 2022

🕔14:23, 2.May 2022

Slower growth rates, tighter labour markets, higher inflation and normalising monetary policies provides the classic backdrop to a great rotation from growth to value stocks, as well as a change in fixed income strategy. But, as we discuss in this

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The Reckoning

The Reckoning

🕔13:10, 2.May 2022

Inflation and Russia’s invasion of Ukraine dominate media headlines and the economic and financial environment. US inflation has accelerated further to an average of nearly 7% year-over-year (Y/Y) in the six months through February, from close to 6% over the

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Global Asset Allocation: The View From Europe

Global Asset Allocation: The View From Europe

🕔10:57, 2.May 2022

Beginning of the End? The more than four-decade bull market for bonds, supported by low inflation and declining rates, that provided a tailwind of price appreciation on top of income, may finally be coming to an end. For bond investors,

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A Time for Defensiveness

A Time for Defensiveness

🕔10:32, 2.May 2022

Credit markets came under pressure again in March, with most fixed income asset classes generating negative total returns, although excess returns were mostly positive. Treasury yields traded sharply higher, and the yield curve flattened, with two- and 10-year Treasury yields

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The Future of Autos

The Future of Autos

🕔08:38, 2.May 2022

As a keen driving enthusiast, the future of autos is a subject close to my heart. Put me behind the wheel on an open, winding, country road and I will soon be enjoying myself. But I’m also an autos analyst,

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