Welcome to our annual Outlook publication, entitled ‘A rebalancing act’ in recognition of the multi-faceted global transition currently underway. Amid much uncertainty, bond yields are zooming up, as central banks hike rates, and recession risks are becoming real. The mood in financial markets is undeniably glum. The better news, however, is that the longer-term picture looks more encouraging. This year’s report attempts to put these challenges into full context.
In addition to our usual asset class and financial market analysis, you’ll find a fascinating sustainability chapter, offering a timely insight on the topic at a time when sky-high fossil fuel prices are putting the case for clean energy under the spotlight for investors. We sincerely hope you enjoy the report.
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