Our January Investment Roadmap sets out our investment views for 2024. Last year, returns to many asset classes were strong, but largely achieved in the final few weeks of the year, the result primarily of the potential for earlier easings in monetary policy than previously envisaged. However, there are still economic and valuation challenges ahead, and our investment stance remains cautious.
Read the full Investment Roadmap here.
Technology, Institutions and Investment: Lessons from Nobel Laureates The dominant theme in markets this year has been the transformative potential of technology. From cloud infrastructure...
This month’s long read explores the rising stagflation risks in the UK and the US, driven not by commodity shocks but by domestic policy measures....
This month’s long read focuses on the growing challenge of debt sustainability across developed and emerging markets. With deficits entrenched and interest costs rising, we...