Tag: Inflation
Inflation Surprised on the Upside, As Cost-of-Living Pressures for Households Mount
Commenting on this morning’s latest ONS figures on inflation, Melanie...
View2023 Asia ex Japan Equities Outlook: Selective Investing Through the Trough
Inflation and rate hikes weighed down Asia equities in 2022,...
ViewWhy I Believe in the Small Cap Premium
Past performance is not a guide to future performance. Do...
ViewVolatile Markets, Resilience and Our Multi Asset Positioning
Markets have had a torrid year; equity and bonds have...
ViewReal Yields’ Warning to Riskier Fixed Income
Developments in real bond yields and breakeven rates on inflation-protected...
ViewManaging LDI Portfolio Hedges Amid Volatile Markets – An Overview
Rising interest rates have lowered future liabilities while decreasing LDI...
ViewAMO Insight “Japanese Economy Resilient Amid Slowdown of Global Peers
The Japanese economy is highly likely to remain resilient despite...
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