Ireland
Results
Category Asset Allocation
The pivot from inflation to growth
29 November 2024
Central banks have shifted focus from inflation to growth and a global easing cycle has started – this has stabilised growth and shifted our macro regime framework to a more positive outlook.
Global Macro Research: Asset allocation in focus
2 August 2024
We outline the asset allocation framework that lies at the heart of our multi-asset investment process.
Asset returns post rate peaks
30 January 2024
Markets are pricing in the end of the rate cycle, and if they are correct then asset prices have historically performed well in the period between the last hike and the first cut.
Asset allocation in focus
10 July 2023
We discuss the influence of growth, inflation and real interest rates on asset allocation decisions.
Asset Allocation, Growth and Inflation Cycles
14 January 2022
We explore the key issues that affect our asset-allocation thinking.