Economic Policies – Keep It Simple
The market remains nervous about Brazil’s fiscal debates – will the central bank respond with a hike? EM current account narrative is split between concerns and a comeback.
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The market remains nervous about Brazil’s fiscal debates – will the central bank respond with a hike? EM current account narrative is split between concerns and a comeback.
With investment grade corporate bond yields providing meaningful income and with elevated market volatility, we believe there are now opportunities in mispriced bonds with attractive valuations.
Commodity indexes have maintained good gains all year in the face of rising interest rates and the stronger U.S. dollar.
Big tech has been a key driver of broad market returns over the last decade, becoming large weights in major indices. This concentration risk may now spell trouble.
More and more countries are leaving peak inflation behind. Does this mean more room for dovish pivots? It depends…