
Macroeconomics
Annual Outlook
We analyse the trends and topics which we believe will shape the coming years.
Annual Outlook
Outlook 2022: US – Structural realignment to ease pricing pressures
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- 10 December 2021 (5 min read)
Fixed Income
Outlook 2022: Asian Equities – China: a different stage in the cycle
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- 06 December 2021 (5 min read)
Fixed Income
Outlook 2022: Asian Credit - China Property rebound? Who will survive and can the damage stay contained?
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- 06 December 2021 (5 min read)
Annual Outlook
Macroeconomic outlook 2022: Compression, decompression, absorption
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- 01 December 2021 (7 min read)
Annual Outlook
Investment Strategy outlook 2022: Coping with modest rate increases
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- 01 December 2021 (7 min read)
Annual Outlook
UK - Winter outbreak and Brexit to delay 2021 recovery
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- 02 December 2020 (5 min read)