Sharply rising energy prices are pressuring politicians to react. Last week the European Commission called for an overhaul of the electricity market following price increases in excess of 20% in a single day in France. The European Commission is talking tough but is offering (...)
Pension funds/institutional investors plan to reduce exposure to fixed income assets - pessimistic about future performance
Global bond markets have suffered significant losses in recent months, and with rising inflation and interest rates expected to increase, 43% of pension funds and other institutional investors expect performance to deteriorate further over the next 12 months – some 13% expect (...)
Mark Nash and Huw Davies assess the prospects for global growth in an environment of heightened geopolitical tensions, rising inflation and interest rates and China’s zero-Covid policy.