Monetary policy – and the risk of policy error – are likely to be some of the greatest influences on bond markets in 2022.
Global bonds: a very narrow path for monetary policy
Are we there yet? A slow and steady recovery for Asian growth expected
Andrew Gillan provides his views on the growth prospects for Asian equities in 2022.
Global investment grade: high uncertainty meets low dispersion
James Briggs, corporate credit portfolio manager, considers the winds of change affecting the balance of risk and opportunity in investment grade in 2022.
Global tech: driven by strength of secular themes in the real world and beyond
Technology is the science of solving problems, which is creating compelling opportunities, according to the Global Technology Leaders Team.
The Necessity of Yield in 2022
Why the yield provided by the high-yield asset class may prove helpful in navigating the volatility likely to emerge in 2022.
Global Bonds: A Very Narrow Path for Monetary Policy
Monetary policy – and the risk of policy error – are likely to be some of the greatest influences on bond markets in 2022.
Still Think High Inflation is Transitory?
Exploring inflation-hedging assets in preparation for the end of the Great Moderation
Giulia Mucciarelli
Are We There Yet? A Slow and Steady Recovery for Asian Growth Expected
Andrew Gillan, Head of Asia ex Japan Equities, provides a recap of 2021 and discusses the key issues for investors.
Favouring stability in US fixed income in 2022
Why rotating into bond investments that may offer lower returns but less chance of generating negative returns could prove to be prudent.