19 december 2023

Multi-Asset Outlook 2024: Assessing Risks and Opportunities in a Growth Slowdown

No longer do we oscillate between risk-on (favouring equities) and risk-off (favouring nominal bonds) phases in response to macroeconomic dynamics. This shift away from the ‘risk-on, risk-off’ environment occurred as stock-bond correlations turned positive, largely in response to the surge in inflation and the subsequent actions of central banks. The financial landscape has since evolved from the inflationary surge post-COVID to a more subdued climate, with inflation trends inching towards normalcy. This transformation in the economic landscape necessitates a fresh analysis. Let’s have a closer look at the current financial trends and potential future outlooks.

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7 december 2023

Fixed Income Outlook 2024: Staying ahead of the curve

Let's take a closer look at the state of fixed income markets in the past year, and dig into the current and future potential of rates, central banks, investment grade credit, high yield and emerging market debt.

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7 december 2023

Equity Outlook 2024: Sifting gold from the glitter

As the year draws to a close, the U.S. takes the lead with its strong economy and promising sectors. With reshoring and breakthroughs in tech & healthcare, we're at a pivotal point of change and opportunity.

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