INSIGHTS

Many countries in the developed world are experiencing a shortage of workers even though economic growth is expected to be low or even negative.

Inflation is not likely to return to, and stay at, 2.5%

A convergence of structural and sociological factors means we’re entering a period of enduring inflation, similar to the 1970s.

Europe’s economy has outshone that of the United States in the past few weeks

The new economic landscape stands to create investment opportunities in manufacturing, Japanese stocks, and emerging-market debt.

As 2022 draws to a close and 2023 begins, we’d like to share with you our investment outlook for the coming year.

The days of cheap financing for the US are drawing to a close, and with them the Pax Americana that had reigned over the globe since 1945

The days of cheap financing for the US are drawing to a close, and with them the Pax Americana that had reigned over the globe since 1945

In times of extreme and widespread downturns, recognising that it can be useful to be contrarian is essential.

The US Federal Reserve is starting to see the effects of its aggressive moves to counter inflation, which included swift hikes in the fed funds rate.

The return of inflation has changed the bond-market landscape and is creating fertile ground for active investment approaches.

Beijing now seems determined to ease policies on several fronts in a effort to reboot China’s economy

The strong inflationary pressure impacting the global economy is manifesting itself differently in the US and Europe.