Multi Asset
Emerging Markets | 23 Sep 21
What do ‘normalising’ conditions mean for cyclicals?
Softer growth and US monetary policy reversion to create weaker environment for some sectors
Traditional sectors not out for the count yet
Even though thematic ESG strategies are resonating more with investors
Is it America’s time to shine?
Pictet warms to the US but has downgraded its outlook on one Far East country
Alternatives | 15 Sep 21
Pound in your pocket just got lighter
After inflation hits record 3.2% in August
Emerging Markets | 1 Sep 21
EM growth set to overtake developed markets?
But go active, as ‘passives haven’t covered themselves in glory’ says Smith & Williamson’s Burns