macro views

CEO Euan Munro explains why key boundary conditions make it important to challenge the norms of multi-asset investing.

Geopolitical tensions remained high and inflationary forces intensified during the second quarter. What are the implications for investors?

Using fixed income to help navigate a rising interest-rate environment.

Investors face heightened uncertainty from rising inflation, tighter monetary policy and Russia’s invasion of Ukraine.

Navigating a period of great and rapid change in emerging markets.

Markets contemplate whether policymakers can engineer a ‘soft landing’ to ease inflationary pressures without stifling the rebounding economy.

Inflationary pressures and China-related concerns dented an improving picture during the third quarter.