Global Asset Allocation: The View From Europe

Global Asset Allocation: The View From Europe

🕔16:48, 24.Jan 2023

Market Perspective Volatility likely to remain elevated in the new year as central bank policy expectations diverge amid evidence of slowing growth and moderating inflation. While slowing the pace of tightening, the US Federal Reserve reinforced its commitment to taming

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EMD outlook for 2023: local currency yields offer protection in volatile conditions

EMD outlook for 2023: local currency yields offer protection in volatile conditions

🕔13:52, 24.Jan 2023

Key takeaways Global factors weighing on emerging market debt in 2022 look likely to continue in 2023, but high starting yields within EM local currency debt could help offset subsequent price volatility, while negative outcomes appear to be priced in

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Brazil presidential election outcome

Brazil presidential election outcome

🕔10:30, 24.Jan 2023

Below are some takeaways by Capital Group’s emerging market sovereign debt analyst Thomas Kontchou on important economic and policy considerations given the leftist candidate Luiz Inácio Lula da Silva’s victory in Brazil’s presidential election.  The leftist Workers’ Party candidate Luiz

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30-year return forecasts – Part 2

30-year return forecasts – Part 2

🕔08:09, 24.Jan 2023

In 2020, our assumption started to incorporate the impact of climate change and the energy transition. Each year, we have developed the supporting analysis, and for this year’s update, our central case has moved to the Delayed Transition scenario following

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