The art of going against the grain
Asia ex-Japan’s ten-year anniversary
Markets bounce on hopes US inflation has peaked
market snapshot
Ahead of the Curve, Q4 2022
Fast reading: Macro outlook: The European energy crisis, mounting inflation (implying tighter monetary policies), and a poorly performing Chinese economy are all battling for the spotlight on the stage of economic uncertainty. The geopolitics of high inflation: While policy decisions are often the results of short-term pressures, recent geopolitical developments can provide some guidance with […]
‘Tis the season to be jolly? The retail outlook says otherwise
The economic outlook continues to weaken amid political and financial market turmoil. UK retail sales declined more than expected in September with volumes down by 1.4%, driven by rising prices and the cost of living crisis – and further exacerbated by the unplanned bank holiday heralded by the state funeral of Queen Elizabeth II. This […]
Central banks ramp up rates in shadow of recession
market snapshot
Markets take fright as Xi assumes total control
market snapshot
Standing out in Asian equities – Fund in 5
Presenting Federated Hermes Asia ex-Japan Equity Fund
Inflation still stubbornly high despite central bank hikes
market snapshot
Spectrum Q3 2022
Have alternatives gone mainstream?
View from Private Markets: Reappraising the value of real estate debt
Fast reading In the years following the global financial crisis, low rates reduced absolute returns for real estate lenders, but that is set to change now that rates are rising. Defensive real estate debt strategies should be largely protected from short-term property value declines, and may actually benefit from the rising rates environment. An allocation […]
