Hold back on inflated expectations for equities
Sept 2022. Rising stagflation risks and persistently hawkish centrals banks will continue to be headwinds equities in the coming months.
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- 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.
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