European stocks rally as recession fears recede
market snapshot
Fixed income rebounds on expectations inflation has peaked
market snapshot
ABS issuance: Why so low?
Chart of the month
Brasília riots add to investor caution over Brazil
market snapshot
Our investment teams on the key themes for 2023
2022 was a challenging year which rocked financial markets and forced investors to reconsider their positioning against a backdrop of uncertainty. Russia’s invasion of Ukraine challenged Europe’s reliance on Russian commodities and caused an energy crisis; inflation soared to a four-decade high, sparking a cost-of-living crisis. Investors are understandably cautious about what might be in […]
Central banks ease pace of hikes as inflation cools
market snapshot
Beyond reopening: China’s transformation
Emerging markets have lagged developed markets this year by 6%, with China reflecting the most notable drag at -26%. However, China stocks are enjoying something of a ‘Santa rally’ amid hope Beijing will relax its strict Covid-19 measures and fully reopen its economy. The MSCI China Index jumped by 29% in November1 to deliver its best […]
Spectrum, Q4 2022
Inflation, one year on
India’s star shines as stocks reach an all-time high
market snapshot
China enters ‘new phase’ of Covid recovery following civil unrest
market snapshot
