US

What’s behind the demands for unions globally? When are higher wages a threat to the bottom line? And which companies are best placed to manage the risk? In his back-to-basics blog on organized labor, Sudhir Roc-Sennett answers these critical questions for investors.

A member of our Multi-Sector Bond discusses market conditions in Q4 2022.

Recent employment data suggests the US economy may escape with a soft landing, a welcome boost to market sentiment in the early days of 2023, says Eoin Walsh.

In TwentyFour Asset Management’s annual fixed income outlook, Eoin Walsh says that with rates now offering both yield and downside mitigation, and credit yields at near-decade highs, fixed income investors could enjoy strong returns in 2023.

Following Chairman Powell’s speech last night, George Curtis looks at what the latest labour market data means for the Fed’s war on inflation.

With investors caught between inflation and recession, TwentyFour Asset Management’s Chris Bowie argues current valuations in short term, investment grade bonds can offer portfolios both downside protection and attractive yields.

As the cycle of market excesses comes to an end, how can investors prepare? Tilt towards a portfolio of less-cyclical companies with pricing power and don’t mistake quality companies for those with an exciting story. The good news is that human ingenuity is not limited by the macro environment.

US voters have hit the polls in a vote that determines the power dynamics in US Congress. While the Democrats have retained control of the Senate, Republicans have taken control of the House of Representatives. So, what does the outcome mean?

Will the US midterm results shape the country’s foreign policy? What to expect in terms of economic blocs? Where does the EU fit into it all? As investors juggle economic and geopolitical challenges, are there underlying trends? Lord Patten joined Dr. Reto Cueni, Vontobel Chief Economist, to share his insights.

George Curtis looks at market conditions in the third quarter of 2022.

With US inflation data once again hammering markets, Mark Holman says that with US Treasury yields likely approaching their peak, a shift in sentiment for risk assets isn’t far away.

Dillon Lancaster evaluates the impact of Powell’s Jackson Hole speech on inflation and why he believes next month is set to be a very important period for central bank meetings.