10 themes for the year ahead

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17-Apr-23 Alternatives

Global infrastructure assets – a more nuanced outlook

In a challenging operating environment, selection and thorough bottom-up research remain crucial

Alternatives
17-Apr-23 Alternatives

Global real estate – how to find value

As prices adjust, many areas of the global real estate market are looking increasingly attractive

Alternatives
29-Jun-22 Macro

Target adjustments

Putin's gas and more aggressive central banks require corrections...

Equities, Fixed Income, Alternatives, Macro
17-Mar-22 CIO Flash

The first of many Fed interest rate hikes?

Even before Putin’s war, monetary policy was never likely to be easy in 2022. But given how tight U.S. labor markets now are, we expect plenty more Fed hikes to come.

Fixed Income, Equities, Alternatives, Global
09-Mar-22 Alternatives

More than just a potential inflation hedge

Investing in infrastructure is changing, creating some pitfalls but also plenty of opportunities.

Alternatives, Global, Infrastructure
04-Mar-22 Macro

New 12-month targets, after the Putin shock

Putin shock forces us to revise our targets and economic outlook. Broad range of uncertainties, in both directions

Equities, Fixed Income, Alternatives, Macro

Further articles

27-Nov-23 Multi Asset

Long View Q3: Japanese reflation

Japanese market has generated renewed confidence among investors with the potential to escape the deflationary trap of the past three decades.
24-Nov-23 Americas

Debtor’s prism

Some U.S. households are clearly getting squeezed by higher interest rates. How much of a macroeconomic impact this will have is surprisingly tricky, however.
22-Nov-23 Letter to Investors

2024 – it could be good, by year end

How optimistic can we be about investments in 2024 if the year starts with a recession? We can to some extent because our forecasts focus on the end of the year.
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