Global tactical asset allocation views brief

Global tactical asset allocation views brief

🕔16:03, 2.Jan 2023

Lower than expected inflation numbers helped both equity and bond markets continue to trend higher in November. News from China supported this positive sentiment as the world's second largest economy finally showed signs of a shift away from their zero-COVID

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Outlook 2023 – Why testing times call for sustainable solutions

Outlook 2023 – Why testing times call for sustainable solutions

🕔14:13, 2.Jan 2023

The macroeconomic backdrop in 2023 will be a real test for companies, with the impetus for authentic solutions to sustainability challenges being greater than ever. Here, we share our perspective on key themes that will shape global markets in 2023

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Outlook –  Long-term perspective on markets and economies

Outlook – Long-term perspective on markets and economies

🕔12:08, 2.Jan 2023

There’s a new reality taking shape in global markets. Many commentators are focusing on the rotation from growth to value, but I think that view is too simplistic. Some investors may be hoping for a return to normal after central

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The Investment Outlook for 2023

The Investment Outlook for 2023

🕔10:53, 2.Jan 2023

The U.S. economy: Looking beyond the cycle 2022 turned out to be another very difficult year. Widespread vaccination and less lethal strains of COVID-19 led to lower fatality rates, allowing most pandemic-weary populations around the world to move back toward

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Monetary power and sovereign debt crises: The renewed case for a sovereign debt restructuring mechanism

Monetary power and sovereign debt crises: The renewed case for a sovereign debt restructuring mechanism

🕔09:19, 2.Jan 2023

The sovereign debt crises threatening states in the Global South are less about fiscal mismanagement and more about monetary power in the global currency hierarchy, and until that issue is addressed, these states will continue to be vulnerable to debt

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