Investment team updates – Bullet points 21 January 2022
Latest news from around the investment desks.
Investment Outlook 2022 with William Davies
Deputy Global CIO and CIO EMEA, William Davies, talks about what the coming year might bring for companies, markets and fiscal policy.
Investment team updates – Bullet points 7 January 2022
Latest news from around the investment desks.
Monetary policy and the yield curve
Ed Al-Hussainy, Senior Rates and Currency Analyst, looks at how monetary policy is set to become less supportive in 2022 and what this means for interest rates and the yield curve.
Outlook 2022: a year of considerable change
Deputy Global CIO and CIO EMEA, William Davies, talks about what the coming year might bring for companies, markets and fiscal policy.
A bumpy ride higher for equities
The coronavirus continues to introduce uncertainty, but investors should expect cyclicals to outperform in the first half of the year. Here we identify key catalysts for equity markets.
Changing monetary environment sets the backdrop for a year of change in 2022
2022 will be marked by a role-reversal in monetary policy: crisis support, stimulus and spending replaced by recovery, repair, reduced fiscal stimulus and a return towards “normal”.
Investment team updates – Bullet points 3 December
Latest news from around the investment desks.
Investment team updates – Bullet points 19 November
Latest news from around the investment desks.
Investment team updates – Bullet points 5 November
Latest news from around the investment desks.