Do we need a recession to control inflation?

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One of the aftereffects of Covid is high inflation almost everywhere in developed markets. Some of this inflation is temporary bottle necks, but more sustained price pressures have emerged in the job market.

Our thoughts on the ongoing developments in Ukraine

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Whilst the situation remains fast-moving and fluid, Simon Holmes gives his thoughts on the short and long term consequences.

5 factors for Multi-Asset investors to revisit in 2022

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While it has clearly been a disappointing start to the year, we believe that there are still grounds for optimism.

What does 2022 hold for Multi-Asset portfolios?

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The fundamental backdrop shows an environment of still robust but decelerating growth globally, and a continued rise in inflation. Growth in the US, UK and Europe should remain above trend, with around 4% GDP increases likely in all three areas. Japan will also likely see strong growth, of around 3% this year. Moderating growth, from […]

Opening Bell: What will 2022 bring for global markets?


Chief Economist Steven Bell takes a look at the factors shaping 2022, and what they mean for corporate earnings and financial markets.