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MAY 2023
The US is slowing, China/Asia is rebounding, and Europe is caught between the two. We expect global growth and inflation to slow gradually, bringing the end of developed market central banks’ rate rises in sight.

APRIL 2023
The first quarter of 2023 saw a reassessment of global economic conditions by investors and policymakers. Asynchronous cycles are now beginning to emerge as China continues to re-open while the West battles with inflation and market volatility

FEBRUARY 2023
Following one of the worst years in recent memory for fixed income markets, high-quality government bonds are rebounding and now offer decent returns for relatively low levels of risk.