Markets believe central banks have solved the inflation problem without causing a recession. Not so fast! The re-emergence of inflation could again be one of the biggest risks to markets in 2024.
As East Asia celebrates the Lunar New Year on 10 February 2024, investors in Chinese equities will be relieved to bid farewell to the disappointing Year of the Rabbit, and may wonder whether the Year of the Dragon – traditionally considered one of the luckiest in the Chinese zodiac – will live up to its reputation......
Many impact investors are keen to demonstrate or be assured that the world changed as a result of an investment made. Brunno Maradei, CFA, Global Head of Responsible Investment at Aegon AM, suggests there is a need to look beyond additionality in the pursuit of authentic impact investing
The quick dismissal by Christine Lagarde and other central bankers and economists on the prospect of debt cancellation as part of the pandemic recovery misses one very obvious fact......
A preference for Asia, dubbel-digit returns in EM, false confidence and a modest bias towards growth over value.....
Since September last year we have seen a significant turnaround in price trends of many agricultural commodities. What does this mean for inflation and is there potential for a new commodity super cycle?
While the COVID-19 pandemic has disrupted global credit markets, PIMCO believes bottom-up research is key to reveal opportunities for 2021......
As we reach the limits of what central banks can do to foster growth, the baton passes to governments....
With a tight consensus now formed on the likely shape of 2021, mulling the outlook for 2022 might be more interesting, and more productive.....
Mike Biggs explains how skipping the USD can bring down volatility and enhance returns when investing in EM local currency debt
