Thought Leaders
Global Macro
As quantitative tightening begins investors are re-thinking their asset allocation. In a rising rate environment, portfolios may change significantly.
Apr 2022
Multi-AssetAsset Allocation is Changing
As the realisation sinks in that inflation won't be transitory after all, investors have been struck by quantitative tightening, multiple expected consecutive rate rises in 2022, and now an inverted yield curve.
What does this all mean for asset allocation, and how should investors adapt their portfolios? Read the latest views from strategists inside RFPnetworks.
Trending in
Global Macro
Apr 2023
Fifty Shades of Bailout
50 Questions on SVB, Signature Bank, Credit Suisse & more...
Apr 2023
China Re-opens, Investors React
Emerging Markets are re-rating along with the Chinese consumer
Nov 2022
Impact of Lula on Brazil's Stock Market and Bonds
Is Lula Unstoppable?
Oct 2022
What Happens When Liquidity Dries Up?
Liquidity Presents A Dichotomy
Oct 2022
Is Fed Guidance in Backwardisation or Contango?
From Behind To Off The Curve
Aug 2022
Is Inflation Headed Higher or Are We At Peak?
Inflation Protection Is Trending
Aug 2022
What is the ECB Transmission Protection Instrument (TPI)?
Clear Objectives. Limited Detail.
Jul 2022
Why Is The ECB Not Raising Interest Rates Faster?
What Is The Logic
May 2022
What Are The Biggest Problems of Using Monetary Policy?
It Can't Solve Everything
May 2022
Policy Normalisation, Recession & Soft Landings
ON INVESTORS MINDS
May 2022
Is 5% Growth Possible in China This Year?
Usually They Deliver
Apr 2022
Central Banks Diverge on Monetary Policy
Emerging vs Developed Opportunities
Apr 2022
The Great Debate About The FED Being Behind The Curve
Fast, Faster, Fastest Rates
Apr 2022
Will The Year Of The Tiger Roar Back?
ONE TO WATCH
Apr 2022
What's Happening At Central Banks Around The Globe?
ON INVESTORS MINDS
Apr 2022
Economic Forecasting. What Works. What Doesn't?
ON INVESTORS MINDS
Apr 2022
Is A Monetary Policy Mistake Inevitable
Trusting Central Banks
Apr 2022
Apr 2022
Are China's Growth Targets Achievable?
Challenging Times
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