Emerging market debt: Darkest before dawn

Within the fixed income spectrum, EMD offers particularly compelling value on account of already having priced in much of the risk that other asset classes must negotiate in the year to come. Following the bruising sell-off in the first six months of the year, 20% of the EMD universe trades at over 1000bps in spread […]

Sustainable Global Equity Report, Q4 2022

The inflation game-changer

The art of going against the grain

Asia ex-Japan’s ten-year anniversary

‘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

Inflation still stubbornly high despite central bank hikes

market snapshot

UK government woes continue to overshadow markets

market snapshot

360°, Q3 2022

Rates, recovery, recession

Expectations of Fed pivot begin to gain traction

market snapshot