Inflation (109)

Geopolitical rupture in Europe: long-term investment implications
ESG and long term themes

Geopolitical rupture in Europe: long-term investment implications

We need to remain humble and nimble as we assess the changing investment landscape and seek to...

By Sonja Laud

19 May 2022

3 min read

Allocations for inflation (part 6): equities
Lars Kreckel
Investment strategy

Allocations for inflation (part 6): equities

In the final part of our series on the asset allocation response to inflation, we look at equitie...
By Lars Kreckel
22 Apr 2022
3 min read
On the money: why money-market funds are in vogue
Ross McDonald
Investment strategy

On the money: why money-market funds are in vogue

As interest rates begin to rise, now may be the time for cash investors to review their strategie...
By Ross McDonald
12 Apr 2022
3 min read
Dealing with recession risk
Economics

Dealing with recession risk

Everyone's thinking about it, but no one wants to say it: recession. Here's our analysis of...
By Lars KreckelTim Drayson
07 Apr 2022
3 min read
Allocations for inflation (part 4): the FX of inflation
Currency

Allocations for inflation (part 4): the FX of inflation

In the fourth part of our series exploring the asset-allocation response to inflation, we look at...

By Willem Klijnstra

30 Mar 2022

4 min read

Allocations for inflation (part 3): when bond theories collide
Christopher Jeffery
Fixed income

Allocations for inflation (part 3): when bond theories collide

In the third part of our series exploring the asset-allocation response to inflation, we look at...
By Christopher Jeffery
23 Mar 2022
4 min read
The state of the consumer (part 3): inflation and consumer incomes
ESG and long term themes

The state of the consumer (part 3): inflation and consumer incomes

The third instalment of our deep dive on the consumer focuses on grocery cost inflation and...
By Ilana ElbimJennifer Wong
16 Mar 2022
4 min read
Allocations for inflation (part 2): the right questions
John Roe
Investment strategy

Allocations for inflation (part 2): the right questions

French anthropologist Claude Levi-Strauss once said that "the wise man doesn't give the right...
By John Roe
16 Mar 2022
5 min read