Asset Allocation Update: Turning Overweight Commodities and Neutral Equities
Bilal Hafeez
2023 has started with a positive tone. Most risk markets from equities to crypto are up, and we identify four driving themes:
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2023 Corporate Bond Outlook: It Is Ok to Be Long
John Tierney
Corporate bonds spreads will widen significantly if, as we anticipate, persistent inflation leads to higher rates and a recession later this year.
The End (of the Business Cycle) Is Nigh – What Next?
Richard Jones
The concept of the business cycle has always fascinated me. And I have always thought understanding it is important for improving investment and trading decisions.
Ep. 119: Marion Laboure on Democratising Finance, Bitcoin as Digital Diamond and Central Bank Digital Currency
Bilal Hafeez
Marion is a senior economist at Deutsche Bank in London and a lecturer at Harvard University. She has extensive private sector, public policy, and monetary policy experience...
