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. With inflation accelerating despite subdued growth, we examine how these dynamics are influencing asset prices, challenging the soft landing narrative, and reshaping portfolio construction
Read the October Portfolio Perspectives 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 focuses on the growing challenge of debt sustainability across developed and emerging markets. With deficits entrenched and interest costs rising, we...
This month’s long read explores the increasingly important role of currency strategy in multi-asset portfolios. While US equities have regained leadership and market sentiment has...