Outlook 2021: Tackling the trilemma
Finding the right balance between three things – public health, normal economic functioning, and personal freedoms – will be the main challenge for policymakers in 2021.
19-11-2020 | Yearly outlook
US elections: weighing the odds
The 2020 US Elections have entered the final straight.
20-10-2020 | Insight
Expected Returns – watch the full show
Post Covid-19, we will all be entering a ‘brave real world’ with negative interest rates, looming inflation and unprecedented central bank policies.
09-10-2020 | Video
5-year Expected Returns: Brave real world
Few would doubt that the Covid-19 pandemic has completely changed the world.
29-09-2020 | 5-Year outlook
Credit outlook: The rules have changed
The ‘common enemy’ elicited a massive unconventional, coordinated series of stimulus by policy makers.
24-06-2020 | Insight
Market update: what now, what next?
While it is never fun to be in the midst of a market meltdown, we have learned that this is a good time to be long-term, active investors.
16-03-2020 | Insight
Navigating bull and bear markets
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Paving the way for unconventional policy
Policy makers will turn to unconventional fiscal policy to deal with the next recession, says strategist Peter van der Welle.
02-10-2019 | 5-Year outlook
It’s late cycle but not end cycle
Markets continue to be weak and volatile, while growth expectations are depressed globally.
10-01-2019 | Quarterly outlook