Sticking with our strategic views
• We still prefer equities over fixed income on a strategic horizon, but we moderate our stance after this year’s… »
Turning neutral on DM equities
• We cut developed market (DM) equities to neutral on a risk of the Fed talking itself into overtightening policy… »
Why has the Ukraine war put a spotlight on cybersecurity and the energy transition?
The war in Ukraine has catalysed two important megatrends – the growing need for cybersecurity, and the transition towards green… »
Impact of the drive for energy security
• We see the West’s drive for energy security slowing growth, increasing inflation and stoking demand for non-Russian fossil fuels… »
Taking stock of the energy shock
A new shock to supply We had already seen supply constraints driving high inflation over the past year, fundamentally changing… »
Podcast