Investment Research from our Asset Manager Members
Government bonds have not acted as safe haven assets recently. Sunil Krishnan explores whether this spells the end of the traditional 60/40 allocation in multi-asset portfolios.
"Inflation is proving more intractable than unemployment"
Today’s central banks are willing and able to tackle the problem
Few have the scope to loosen policy if economic conditions worsen
The succession of two major crises (the Covid-19 pandemic and then Russia's war against Ukraine) could lead to major and lasting changes to the world order. In today’s Focus, we review 10 potential macroeconomic and financial trends which could shape the next decade.
Russian shares to be removed from MSCI indices due to market accessibility issues.