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Tag: Equities

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Investment Strategy Insights: This Time, Slower Growth in China May Not Trigger ‘Net’ Stimulus

China has had a flair for using periods of strengthening...

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Euro CLOs a Top Pick for 2022

Markets have clearly experienced some periods of volatility this year,...

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Shifting Sustainable Gears

Amid ongoing inflation concerns and the need to move towards...

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Society’s Digital Transformation Continues to Expand

Franklin Equity Group’s Jonathan Curtis suggests that the digital transformation...

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Has Powell Just Killed Inflation?

Key points   Market-based inflation expectations fell swiftly following Powell’s...

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Focusing on the Evidence: 360°, Q4 2021

What is our current view of fixed income markets? And...

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Sustainable Global Equity Report, Q4 2021

It is increasingly understood that absolute levels of poverty are...

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Responsible Investment Quarterly – Q3 2021

View the Q3 2021 edition of the Responsible Investment team’s...

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Macroeconomic Outlook 2022: Compression, Decompression, Absorption

Key points We expect pressure on global supply to gradually...

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Emerging Market Fixed Income Outlook 2022

Emerging markets will face a few important but manageable challenges...

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