Globally quite a bit has changed over the past few months and since our last strategy note. In our view there are two critical changes to be aware of. Firstly, the current and future inflation prospects in the US and globally have kicked up considerably higher, hence...
Capital markets experienced a sell-off in September due to factors including inflation fears, China corporate bond payment defaults, higher US bond yields and a developed market energy crisis. Global inflation remains elevated with signs of a slowdown in the US, China...
