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Tag: Inflation

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Inflation Surprised on the Upside, As Cost-of-Living Pressures for Households Mount

Commenting on this morning’s latest ONS figures on inflation, Melanie...

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2023 Asia ex Japan Equities Outlook: Selective Investing Through the Trough

Inflation and rate hikes weighed down Asia equities in 2022,...

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Hope on the Horizon

In times of great uncertainty, investors focus more on managing...

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Muzinich Weekly Market Comment

Weekly Update – “Pivot” Drumbeat This past week we saw...

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Why I Believe in the Small Cap Premium

Past performance is not a guide to future performance. Do...

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Volatile Markets, Resilience and Our Multi Asset Positioning

Markets have had a torrid year; equity and bonds have...

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Real Yields’ Warning to Riskier Fixed Income

Developments in real bond yields and breakeven rates on inflation-protected...

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Managing LDI Portfolio Hedges Amid Volatile Markets – An Overview

Rising interest rates have lowered future liabilities while decreasing LDI...

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AMO Insight “Japanese Economy Resilient Amid Slowdown of Global Peers

The Japanese economy is highly likely to remain resilient despite...

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Sonia vs. SONIA: What We Know About Today’s Sterling Borrowing Rates

We compare the redhead of 90s pop with today’s red-hot...

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