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In This Issue: null2022 was not all bad Positive surprises being maskedChina’s policy U-turn is a mixed positiveInflation battle beginning to turnMild recession if policy errors avoided At the start of every year, one of the long-standing traditions in the investment world is for strategists to publish their outlooks for the coming year. These publications then…

In This Issue: nullBond markets are pivotal to marketsPolicy errors destroy bond returnsBalanced portfolios showing historic declinesBond price drop creating attractive valuations The late comedian Rodney Dangerfield was known for the famous line “I don’t get no respect.”  When it comes to investing in the financial markets, bonds often get the Dangerfield treatment compared to…

In This Issue: Policy errors & unforeseen eventsSame as ever—energy Is a key to inflationRecession—debating its severityInflation likely closer to peakingCentral banks will do what it takes In Spring 2020, the global economy entered the deepest recession since the Great Depression. Fortunately, it also turned out to be the shortest recession on record – lasting…

In This Issue: War in Europe & the old world orderConflict brings energy security to center stageEconomic growth forecasts loweredEvolving perspectives on ESG Investing As the COVID pandemic peaked and the world started to transition back to some semblance of its pre-pandemic characteristics, it is clear that normal as it was is not going to be…

In This Issue: Interest rates set to riseInvestor anxiety is risingMarkets undergoing a repricingHistory shows worries might be misplaced For over 40 years, interest rates have been falling across the world. However, the path of interest rates has not followed a smooth path downward. To those with memories of the double-digit interest rates of the…

In This Issue: Supply chain issues hitting the economy Inflation concerns rise Energy prices throwing a curveball All eyes are on the central banks The emergence of the global economy from the pandemic induced lockdown last year has brought about more than a few curveballs. The turbocharged economic growth rate that began with the end…

In This Issue: JP Morgan analyst: policies are reducing fossil fuel energy capacity faster than demand can switch to renewablesOil supply must rise to balance steady demandEVs face challenges from infrastructure and copper supply In response to reports of his passing in 1897, the great American author, Mark Twain, was alleged to have told a…

In This Issue: Global economic growth gathering momentumVaccines have strengthened the economic recoveryNations facing different paths out of the downturn due to differences in vaccination rates Inflation is going to be a hurdle for the economy The global economy has come roaring back faster and further than the consensus of economic forecasters and policy makers had…

In This Issue: Vaccination rates are the key to maintaining economic momentumGovernment support payments have helped create a surge in household savingsPent –up consumer demand could create inflationary pressures Global supply chains leading to production challenges for some industries COVID-19 has had the world in its grip for over a year. A year ago, it was…

In This Issue: Looking at the premium of US technology stocks Drawing lessons from market history Great companies do not always make great investments The price you pay for an investment matters With nearly 10 months of experiencing the duress of COVID-19, the global economy continues to adjust and adapt to a whole new frontier.…