Asset returns post rate peaks

30 January 2024

Markets are pricing in the end of the rate cycle, and if they are correct then asset prices have historically performed well in the period between the last hike and the first cut.

Asset allocation in focus

10 July 2023

We discuss the influence of growth, inflation and real interest rates on asset allocation decisions.

Asset Allocation, Growth and Inflation Cycles

14 January 2022

We explore the key issues that affect our asset-allocation thinking.