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Tag: Inflation

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War Stresses Supply Chains, Stokes Inflation

Overburdened supply chains and persistent inflation threaten economic and profit...

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In Credit Weekly Snapshot – March 2022

Our fixed income team provide their weekly snapshot of market...

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Hegemony Unchallenged?

There is huge uncertainty over what happens in Ukraine and...

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Three Implications for Developed Markets

Our Non-U.S. Growth portfolio team weighs in on how the...

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Looking Beyond the Geopolitics

The impact of geopolitical events on equity markets tends to...

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Why EM Hard-Currency Bonds can Perform Well During a US Tightening Cycle

Why inflation and rising rates can be a positive for...

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Omicron Update: Boon or Bust ?

Key Points:   Since the Omicron variant emerged it has...

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Global Emerging Markets: Outlook 2022

Fund manager Kunjal Gala takes a view on the coming...

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Seven is the Number

There are seven opportunities for the US Federal Reserve to...

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Start of Tightening Cycle Signaled by Hawkish Powell Comments

Boston – The January 25-26 meeting of the Federal Open Market...

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