UK GDP growth in 2023 set for 0.5%
EM countries dealing with inflation
50bps increase to tackle inflation
The first half of 2022 was one of the most painful periods in living memory for financial markets.
‘New macroeconomic regime’
Whether quantitative easing is an effective tool or if balance sheets of the central banks will shrink visibly in near future, one thing is very clear - the monetary, financial and geopolitical landscape has changed considerably, influencing many asset...
Five companies in portfolio
Discount to underlying NAV