2024 Long-term Capital Market Assumptions: Building smarter portfolios for a world in transition.
Continue readingBonds are Back
Following a global wave of inflation and the steepest rate hiking cycle in memory, global bond yields are at levels not seen since before the Global Financial Crisis of 2007.
Continue readingA lens on financial markets in 2021
Most investment professionals expect, and are trained to deal with, economic uncertainty. However, in many respects, the Covid-19 pandemic of 2020 completely overshadows previous crises.
Continue readingCOVID-19 Economic & Market overview 23 March 2020
Our Listed Property, Fixed Income and Equity and Balanced teams provide an update on how they are managing current market uncertainty in their portfolios. Chief Economist Kevin Lings also provides a useful update on the virus with some views on the economic outlook.
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