Alternatives under the microscope 2022

Alternatives under the microscope 2022

🕔16:05, 23.Jan 2023

Most assets struggled in 2022. Among alternatives, commodity related categories were at the top of asset rankings (again), while cryptocurrencies and private equity were at the bottom. We expect falling inflation to pave the way for better outcomes …

Read Full Article
Global House View – December 2022

Global House View – December 2022

🕔14:14, 23.Jan 2023

A deeper earnings downgrade is expected as valuations are yet to fully price in a recession Credit spreads, particularly in higher-grade assets, remain relatively …

Read Full Article
Brighter days ahead?

Brighter days ahead?

🕔11:23, 23.Jan 2023

It’s a gloomy time of year in more ways than one at the moment. Even the excitement of my recent move to a new house can’t distract from the literal and figurative darkness of January 2023. The war …

Read Full Article
Views in brief: Maneuvering through uncharted territory in a new year

Views in brief: Maneuvering through uncharted territory in a new year

🕔10:25, 23.Jan 2023

Global tactical asset allocation views brief: Global equities slumped over 2022, posting their worst annual returns since 2008, as Russia’s invasion of Ukraine added to already heightened inflationary pressures and caused the biggest energy price shock since the 1970s. Central

Read Full Article
2023 China Outlook

2023 China Outlook

🕔08:00, 23.Jan 2023

Following last October’s National Party Congress (NPC), China’s government is getting back to business to help ramp up growth. This means making significant changes to three core issues that have weighed on China’s economy and stock market, which we will

Read Full Article

SEARCH