Central banks (77)
Investment strategy
Market volatility: What does it mean for investors?
With the Fed in aggressive tightening mode, we look at the implications for equities, credit and...
27 Jan 2022
3 min read
If investors were hoping for an early visit from Santa, they are likely to have been disappointed...
With inflation continuing to rise and central banks beginning to act , we update our macro scenar...
US inflation is at a 30-year peak, but some popular bets on what yield curves (and the Federal...
Fixed income
2022 questions: expected inflation, unexpected implications
Everyone seems to agree rates will need to go up. Few have confidence about how high. And there’s...
09 Nov 2021
6 min read
…It’s what you know for sure that just ain’t so
What do our investment teams make of the Bank of England’s decision not to raise interest rates?
Inflation fighting is back. Is unemployment set to spike as a result? From the pound’s exchange...
