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.
After a year that saw one of the fastest rises in inflation in decades, hear our expectations for inflation, rates, and recession risk across developed markets in 2023.
After withstanding a multitude of global challenges last year, emerging markets look poised for improvement as inflation recedes and the path of monetary policy comes into view.
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...
In this Focus, fund manager Geraldine Sundstro, explains how this strategy moves beyond traditional assets to manage downside risk and capture market opportunities as they arise.