Articles


Some investors are worried that inflation is set to rise. We look at which assets are likely to offer the best protection if that's the case
In the wake of Covid-19, investors have started debating whether long-dormant inflation risks will soon...
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Long after the world economy escapes Covid-19, interest rates are likely to remain at or around zero.
Keith Wade
Low interest rates are not new. Short term interest rates have been low since the global financial crisis more than a decade ago. H...
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So far, the global economic recovery from the Covid-19 fallout has been led by developed markets and emerging Asia, spearheaded by China. Looking ahead, we think the catchup trade could ripple out across other emerging markets, driven by the avail...
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Comment by Ima Sammani from Monex Europe
USD
Concerns over vaccine outbreaks, distribution and the state of DM economies continue to prop up the US dollar, which finds itself back to early December levels when measured by the DXY index. The dy...
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Key points:
Increased social restrictions as Covid-19 cases surge weighing on growth in near-term, especially in Europe, but progress on vaccinations provides grounds for optimism further ahead.
Solid fourth-quarter GDP growth means Ch...
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Comment by La Française
High Yield in 2021 – the positive trend should continue
US High Yield and EM High Yield expected to develop more strongly than European High Yield; however, uncertainties for EM High Yield to be consi...
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