Investment Research from our Asset Manager Members
"The world is heading into winter in more ways than one. As economic considerations increasingly take a backseat to social and political priorities in China, the flow of goods, capital, and ideas will likely become more and more constrained – perhaps ending a long summer of freer and more globalized trade and markets."
Four key factors set to shape the outlook for digital advertising.
Headwinds diminishing and valuations now more attractive
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