Enabling the transition to the new economy

Enabling the transition to the new economy

🕔15:38, 14.Nov 2022

Sustainable infrastructure Infrastructure is at an inflection point. In response to the rising urgency of climate action, demographic shifts and pandemic-induced fiscal boosts, we are witnessing a momentous shift in the nature of infrastructure investment.  Gone is the historical focus

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Re-appraising the case for Latin American equities

Re-appraising the case for Latin American equities

🕔14:21, 14.Nov 2022

Latin America is a region which has long offered promise for investors, but which has seen equity performance disappoint over the last decade. The share of Latin American markets in major equity indices over this period has shrunk, as investor

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Central & Alternative Scenarios (12 To 18 Months Horizon)

Central & Alternative Scenarios (12 To 18 Months Horizon)

🕔12:54, 14.Nov 2022

We maintain the content and probabilities of our scenarios. Note that some of the risk factors we identify may occur in our central scenario, which is probably not yet fully priced-in by markets. It would take a combination of risk

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Fixed income markets: when short term pain can bring long term gains

Fixed income markets: when short term pain can bring long term gains

🕔10:09, 14.Nov 2022

2022 has not been a great time for bonds. Year-to-date, the Bloomberg Global Aggregate Index and Bloomberg US Treasury Index returned-20% and -13%, respectively. 1 Meanwhile,risky asset classesalso sold off significantly, whichhas led to many investors questioningthe role of bonds

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All-Asset Volatility and the Opportunities in Convertible Bond Arbitrage

All-Asset Volatility and the Opportunities in Convertible Bond Arbitrage

🕔07:48, 14.Nov 2022

Do you know what the US 10-year yield will be in six months’ time? No, seriously. Tell us. We’d love to know. Ever since the Global Financial Crisis, low growth, low inflation and easy monetary policy have allowed investors to

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