More Fed tightening, potential long-term US dollar strength, resilient earnings but challenged equities, some value in credit sectors, and no imminent resolution in Ukraine.
Find out the macroeconomic views of our affiliate at the end of the third quarter of 2022.
The shift from fossil-fuels to renewables remains the long-term goal. But how feasible are timescales, given the need for immediate energy security?
Is divesting assets helpful for sustainable investing goals, or is it better to engage companies and try to steer them towards a more sustainable future?