- 14 Mar 2023
Strength in employment and inflation has caused markets to raise the implied terminal rate while still expecting the Fed to normalize policy – which is different from easing – in 2024.
- 09 Mar 2023
Despite macroeconomic headwinds, commodities markets may offer attractive return potential this year in light of ongoing supply constraints and China’s reopening.
- 08 Mar 2023
M&G believes we are ready and positioned for 2023. More importantly, they continue to hunt for the ‘known unknowns’ hoping to shed a speck of light on the ‘unknown unknowns’.
- 06 Mar 2023
As the COVID-19 recovery continues, we expect Asia’s growth-inflation dynamics to diverge from the rest of the world, led by China’s long-awaited economic reopening.
- 03 Mar 2023
As the investment landscape continues to shift, active fixed income offers investors many ways to seize attractive opportunities in 2023 – while mitigating risks.
- 23 Feb 2023
Paul Jackson speaks on why he believes that talks of soft landings are a temporary phase of market consolidation.
- 22 Feb 2023
Uncertainty and volatility will remain in 2023 – but the market reset is likely complete, and fixed income returns have become much more compelling.
- 13 Feb 2023
As investors seek to pinpoint market expectations for Federal Reserve policy, it’s critical to consider not just rate projections and derivatives pricing, but the degree of uncertainty and distribution...
- 08 Feb 2023
This Schroders video looks at the value of humans in the modern world amid the looming threat of automation and artificial intelligence.
- 07 Feb 2023
Portfolio Specialist, Robert Secker, explores China’s economy, and explains why there is more to the country than just big tech.
- 31 Jan 2023
Accessing private market investment opportunities can be an attractive option for individual investors looking for new sources of returns and diversification.
- 26 Jan 2023
This exclusive Focus guide discusses the process of looking for stability in unstable markets while targeting opportunities across traditional and sustainable segments.
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