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
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
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
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
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,
