Global growth is stronger than expected, but there is a price attached to it: more monetary tightening in the West. As top-down factors are clearly in the driving seat, most asset classes took note… with nuances.
global economic recovery
Latest in global economic recovery
European Central Bank
Our notebook on a hectic quarter
Crucial central bank meetings, an avalanche of economic data and corporate earnings, major political events in China and the US, and even another crypto shock: the first half of 2022’s last quarter is epic, but markets are so far resilient
economic outlook
Back-to-school anxiety plagues global markets but silver linings remain
After a positive start to the summer, all asset classes are back in the red, with serious concerns affecting each of them. The worst is certainly not priced-in but it’s also never certain; we are cautious but less pessimistic than most for the medium-term
Asset Management
Why are real assets the key to investors’ survival?
Historically, real assets have indeed outperformed cash and bonds during elevated, but contained, periods of inflation
Commodities
Rising food and fuel prices: What does it mean for markets?
Oil and petrochemical products are significant components of the agricultural fertiliser industry, and Brent crude oil has gained 60 percent so far this year
Future Investment Initiative
Saudi wealth fund boss says ‘fresh thinking’ set to drive future investments
Yasser Al-Rumayyan, governor of the Public Investment Fund, says time is right to reimagine economies after coronavirus pandemic
2021 Predictions
Why we shouldn’t be fooled if the Gulf sees its strongest ever growth in 2021
Expert economic forecaster says headline figures for next year’s growth will be ‘misleading’ after the ‘wreckage’ of 2020
Covid-19 impact
Video: Is a V-shaped recovery still possible for the economy?
The V-shaped recovery occurred in stock indices. Will the economy justify the stock market?