Our thoughts on the ongoing developments in Ukraine
Whilst the situation remains fast-moving and fluid, Simon Holmes gives his thoughts on the short and long term consequences.
5 factors for Multi-Asset investors to revisit in 2022
While it has clearly been a disappointing start to the year, we believe that there are still grounds for optimism.
What does 2022 hold for Multi-Asset portfolios?
The fundamental backdrop shows an environment of still robust but decelerating growth globally, and a continued rise in inflation. Growth in the US, UK and Europe should remain above trend, with around 4% GDP increases likely in all three areas. Japan will also likely see strong growth, of around 3% this year. Moderating growth, from […]
Opening Bell: What will 2022 bring for global markets?
Chief Economist Steven Bell takes a look at the factors shaping 2022, and what they mean for corporate earnings and financial markets.
