Category: Outlook.

Q1 Outlook: False dawn?

Sunset over rocky landscape and lake

In their latest investment outlook, our Asset Allocation team explain why they worry that hopes of a ‘soft landing’ for the world economy may prove ephemeral – and what this means for how they are positioning. The team also discuss:

  • When central banks might cease tightening policy
  • Challenges to the consensus view on fixed income markets
  • Whether equities face more pain before sustainable gains


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