Hold back on inflated expectations for equities
Rising stagflation risks and persistently hawkish centrals banks will continue to be significant headwinds equities in the coming months.
- 4 min
Why Global Macro may be part of the solution as investors reassess the 60-40 portfolio
This article appeared in the FM Report on 29th April 2022.
- 4 min
Stagflation and supply bottlenecks: implications for asset allocation
28th October 2021
The possibility of a regime shift towards stagflation could have significant implications for asset allocation.