Barometer: Donkere wolken aan de hemel

Barometer: Donkere wolken aan de hemel

🕔16:44, 15.Nov 2022

De vooruitzichten voor risicovollere activaklassen zien er minder goed uit omdat renteverhogingen de economische groei wereldwijd blijven afremmen. De vooruitzichten voor de wereldeconomie worden slechter. Naarmate de centrale banken de rente verhogen om de inflatie te bestrijden, zal niet alleen

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Where does inflation go from here?

Where does inflation go from here?

🕔14:48, 15.Nov 2022

Financial markets rebounded strongly after October’s US consumer price print surprised to the downside. We would not put too much emphasis on one month’s data and would await confirmation before sounding the all-clear. Nevertheless, we think inflation will remain an

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Investment perspectives: US Mid-term Elections

Investment perspectives: US Mid-term Elections

🕔10:06, 15.Nov 2022

With only days to go, the wild 2022 midterms continue apace. From Democrats funding “MAGA Republicans” in primary races, to former President Trump trying his hand as kingmaker, to sacrosanct Democrat seats and governorships at risk of being flipped (we’re

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Five key outcomes from the 20th Chinese Communist Party Congress

Five key outcomes from the 20th Chinese Communist Party Congress

🕔09:42, 15.Nov 2022

With the book now closed on the 20th Congress of the Chinese Communist Party (CCP), market watchers are busy analysing the various personnel and policy developments as they try to plot the next five years and beyond for …

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To COP and beyond

To COP and beyond

🕔08:10, 15.Nov 2022

In this report, which shares LGIM research on sustainability themes ahead of the climate summit in Sharm El-Sheikh, we argue that these objectives are not mutually exclusive; rather, they are inextricably linked. The document, penned by our Investments and Investment

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