Latest multi-asset & multi-strategy thinking
-
Zero-COVID: China’s costly policy error
10 Aug 2022
Beijing’s ideological battle to stamp out COVID-19 appears increasingly misguided as the rest of the world learns to live with the virus. But the impact of China’s approach will be felt far beyond its borders.
-
What does the data say? Are we close to 1970’s-style stagflation?
29 Jul 2022
In this month’s instalment of our visual series on topical themes, we look at whether the global economy is heading towards stagflation.
-
Is stagflation set to make an unwanted return?
1 Jul 2022
A growing chorus of experts are warning of the return of stagflation – periods of high inflation with low or negative economic growth.
-
Multi-asset allocation views: Central banks’ delicate balancing act
6 Jun 2022
With high levels of inflation persisting around the world, central banks must tighten policy without hurting consumer demand and economic growth. This will be more difficult for some central banks than others, says Sunil Krishnan.
Discover our multi-asset & multi-strategy capabilities
With over four decades of managing multi-asset and multi-strategy portfolios, we offer bespoke and off-the-shelf actively managed solutions.
Subscribe to AIQ
Receive our insights on the big themes influencing financial markets and the global economy, from interest rates and inflation to technology and environmental change.
