Industry Voice

The market is pricing in a policy rate of 4.75% by the year-end. Aegon AM’s James Lynch discusses why there has been such a huge turnaround in expectations.

With growth overtaking rates as the dominant macro force driving market returns, how should multi-asset investors respond?

OECD calculations demonstrate that nearly 7 trillion of annual investment in infrastructure will be required in the coming decade to support economic growth while meeting the SDGs. Principal Asset Management explore the impact potential of listed infrastructure

Kunjal Gala, Head of Global Emerging Markets, Federated Hermes Limited, outlines the prospects for emerging markets in 2023 and beyond

What’s on the Menu?

Disinflationary forces point to a more benign environment

As fixed income failed as a refuge from cratering stock markets in 2022, how can multi-asset investors earn genuine diversification and stable returns?