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"market outlook"

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Are bricks and mortar still a concrete investment?
Most diversified portfolios will have some exposure to commercial property, but with Covid-19 causing landlords of offices and shopping outlets to endure unpaid rent, and a great deal of uncertainty around future demand, should this be under review?
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Credit market outlook 2023
Peter Doherty's outlook for next year.
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Credit Outlook 2023
Guillaume Desqueyroux's outlook for next year
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Sustainable Global Dividend Outlook 2023
Alan Porter's outlook for next year.
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Global High Quality Outlook 2023
Pieter Fourie's outlook for next year
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Global Artificial Intelligence Outlook 2023
Chris Ford's outlook for next year.
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Multi-Strategy Outlook 2023
Mike Pinggera's outlook for next year
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Global Bond Outlook 2024
After a torrid 2022, 2023 was a better year for global bond investors. But what does 2024 hold in store?
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The case for multi-strategy investing
In a world where traditional asset classes aren’t offering particularly attractive prospective returns, many argue that investment in alternative assets – such as private equity, high-yield bonds, renewable energy and even cryptocurrencies – has become essential to ensure sufficient portfolio diversification.
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Inflation is good for business – if you can pass price increases onto customers
Markets assume that inflation will fall so the Federal Reserve will not take harsh steps to tame the rising cost of living. Inflation will remain 'higher for longer' for at least the next year.
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Outlook for inflation
Following the announcement of inflation figures in the UK, Sanlam Global Inflation-Linked Bond Fund Manager, Thomas Wells, cuts through the noise.
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Russia Special: what the Russia-Ukraine conflict means for markets
An update on markets following the Russian invasion of Ukraine.
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