Investments

The problem with good news

At the start of the year, there is greater optimism that the worst-case scenarios feared in 2022 will not come to pass. Inflation is receding, though unevenly, which limits upward pressure on interest rates.

Frames and framing: The dangers of looking at the past

You have just lived through an exceptional part of history. No, I am not talking about the Covid-19 pandemic, although it does play an important role in what we think about as the Great Unwind at PSG Asset Management.

Navigating the uncertainties and finding the opportunities

A few reminders as we embark on another year of investing

Multi-Asset investment views – Schroders: January 2023