2023 Long-Term Capital Market Assumptions

2023 Long-Term Capital Market Assumptions

🕔16:37, 5.Jan 2023

Our 2023 return outlook stands in stark contrast to last year’s. Across markets, the unwind of dislocations, notably negative policy rates and large central bank balance sheets, has been abrupt. Few asset classes emerged unscathed. But our LTCMAs deliver a

Read Full Article
RLAM Outlook 2023

RLAM Outlook 2023

🕔13:22, 5.Jan 2023

Writing an outlook for the year ahead might be viewed as an exercise in damage limitation: don’t stick your neck out and go with the consensus. But Royal London Asset Management has never been a consensus asset manager. Last year, we

Read Full Article
Outlook for 2023: Keep It Simple

Outlook for 2023: Keep It Simple

🕔12:35, 5.Jan 2023

Despite all the uncertainty across today’s global capital markets, we are poised to enter 2023 with a more constructive tilt, especially on many parts of Credit. Our basic premise is that it will be easier to navigate inflation’s negative impact

Read Full Article
De geheimen van valuta-afdekking binnen vastrentende waarden

De geheimen van valuta-afdekking binnen vastrentende waarden

🕔10:22, 5.Jan 2023

Beleggen in het buitenland betekent ook beleggen in een vreemde munt. Dat kan het leven wat ingewikkelder maken, vooral voor obligatiebeleggers. De post-pandemische divergentie in het monetaire beleid van de centrale banken heeft geleid tot sterke schommelingen op de financiële

Read Full Article
Emerging Markets Lens: Equity

Emerging Markets Lens: Equity

🕔08:29, 5.Jan 2023

Year-to-date, EMEA markets have taken a hit, while several Asian EM, including China, lag the index. Conversely, commodity-producing Latin American and Middle Eastern markets have been the top performers. After the recent rally, and downward revisions to 2023 earnings expectations,

Read Full Article

SEARCH