Following a turbulent week in the markets, Graham Wainer (CEO Investment Management, Stonehage Fleming) reflects on financial sector stresses and implications for the investment outlook.
Strength in employment and inflation has caused markets to raise the implied terminal rate while still expecting the Fed to normalize policy – which is different from easing – in 2024.
Despite macroeconomic headwinds, commodities markets may offer attractive return potential this year in light of ongoing supply constraints and China’s reopening.
M&G believes we are ready and positioned for 2023. More importantly, they continue to hunt for the ‘known unknowns’ hoping to shed a speck of light on the ‘unknown unknowns’.
As the COVID-19 recovery continues, we expect Asia’s growth-inflation dynamics to diverge from the rest of the world, led by China’s long-awaited economic reopening.
As the investment landscape continues to shift, active fixed income offers investors many ways to seize attractive opportunities in 2023 – while mitigating risks.
As investors seek to pinpoint market expectations for Federal Reserve policy, it’s critical to consider not just rate projections and derivatives pricing, but the degree of uncertainty and distribution...