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Commodity indexes have maintained good gains all year in the face of rising interest rates and the stronger U.S. dollar.

Fiscal considerations will be playing a greater role in EM central banks’ decisions going forward – giving more room to slow the pace of hikes or leading to more tightening.

In the current environment, CLOs may provide an attractive return opportunity among credit assets, with demand remaining robust.

Inflation persistence and hawkish Fed remarks pushed equities into bear market territory. Despite this, Oil & Gas stock weights increased in the BUZZ Index as sentiment in the sector held steady.

Upsides prevail in emerging markets as multiple headwinds show signs of abating. We believe the global valuation collapse has opened up tremendous opportunities in operationally strong companies.