Sticking with our strategic views
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• We still prefer equities over fixed income on a strategic horizon, but we moderate our stance after this year’s… »
• We still prefer equities over fixed income on a strategic horizon, but we moderate our stance after this year’s… »
• We cut developed market (DM) equities to neutral on a risk of the Fed talking itself into overtightening policy… »
The war in Ukraine has catalysed two important megatrends – the growing need for cybersecurity, and the transition towards green… »
• We see the West’s drive for energy security slowing growth, increasing inflation and stoking demand for non-Russian fossil fuels… »
A new shock to supply We had already seen supply constraints driving high inflation over the past year, fundamentally changing… »