Macro Views
What does sticky inflation mean for world economies?
Firms will ‘need to act to mitigate the effects of an inflationary environment’
Commodities | 23 Feb 23
Retail investors need to start thinking ‘outside of the box’
Schroders’ Keith Wade believes that inflation is set to become much more of a problem over the next decade
How should investors position portfolios to cope with recession?
Liontrust’s John Husselbee says he is ‘more positive, albeit cautious, for the year ahead’
Alternatives | 16 Feb 23
What can investors do to tackle the 60/40 portfolio issue?
Market is ‘not all doom and gloom’ despite challenges
Janus Henderson walks back longstanding bond duration underweight
As it predicts policy rates will peak in early 2023