Adjusting to an uncertain future

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.

Prospects for stocks look bright amid expected policy continuity

Inflation risk can be mitigated by using inflation-linked bonds, cyclical assets, and high-yielding bonds with low duration

As stock markets around the world become ever more expensive, real estate is looking increasingly attractive. So far 2021 has been a story of recovery.

Mainstream indices are a poor reference point for investors in China

Despite strong fundamentals, growth stock valuations are extreme

Direct-to-consumer, data and the behavioural economy

Upbeat outlook as Japanese market is highly geared to global recovery