The Big Picture Global Asset Allocation 2022 Q2

The Big Picture Global Asset Allocation 2022 Q2

🕔17:33, 11.May 2022

The year started with central banks turning hawkish, followed by Russia’s invasion of Ukraine, both of which destabilised financial markets. Many cyclical assets are now cheaper than when we last wrote and we are adding to equities within our Model

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Seven megatrend themes to watch

Seven megatrend themes to watch

🕔14:45, 11.May 2022

Find out about the key themes across science, technology and sustainability which are helping shape our future over the coming year – and beyond. 1. Focus on food security The recent supply chain disruptions – and the resulting empty supermarket

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Building Asymmetry in Portfolios

Building Asymmetry in Portfolios

🕔12:52, 11.May 2022

Monthly Investment Outlook: Global activity slowed down in late December and should remain moderate in Q1-22. The Omicron impact was limited to a few services, but disruption remained in place in …

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Three factors favoring High Yield

Three factors favoring High Yield

🕔10:17, 11.May 2022

Heading into 2022, the high yield bond market was a tale of two halves. On one hand, solid company fundamentals, balanced technicals and the ongoing economic recovery painted a supportive backdrop. On the other, valuations were historically rich, with tight

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The Consumer Report

The Consumer Report

🕔08:03, 11.May 2022

Households are about to experience the biggest hit to disposable income in a long time. Rising inflation, continued supply chain constraints and now the Russia-Ukraine war have piled on seemingly all at once. The swelling piggybanks from stashing away cash

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