Real Assets in an Inflationary Context
Saturday 23 July 2022
The world is facing a complex macroeconomic scenario in the post-Covid world, with the resurgence of inflation and concerns over economic growth. Geopolitical factors continue to dampen the outlook and Central Banks in the US and Europe have started tightening their monetary policy. In this environment, real assets might be a potential option.
Find out more in our research paper ‘Real assets in an inflationary context’.
Time to refocus on bonds - Rethinking portfolios after the great repricing
Inflation has risen to levels not seen in 40 years, leading to a repricing of financial markets this year, which has been particularly severe in the fixed income space.
Italy election: no major surprise from the polls, maybe positive for markets
Investment Talks - September 2022
ECB raises its rates and commits to do more in the next meetings