Anatomy of a liquidity lockdown

In this animated infographic we look back to the deep freeze in bond markets in the first quarter of 2020 to understand what caused the liquidity lockdown – and what was done to solve it.

NOW AVAILABLE – Q3 OUTLOOK

Vantage Point: Alphabet Soup

Since the last edition of Vantage Point, Covid-19 has wreaked both human and economic devastation on the world. In this edition, we look back at what we’ve been through, look ahead to what might happen, assess the monetary and fiscal policy response, analyze the impact on markets and finally draw some broad investment conclusions in what is a highly uncertain and rapidly-evolving situation.

Our MarketEye blog

Is inflation a friend or foe?

With US inflation undershooting US Federal (Fed) Reserve targets, the Fed is now taking a more relaxed approach, targeting average inflation, and tolerating potentially higher inflation levels.

QE in the time of Covid-19

Unusually high levels of quantitative easing (QE) have helped stabilise markets in the pandemic but could risk buoying future inflation.

Future2024: Is your asset allocation future-proof?

Artificial intelligence and climate change are already beginning to radically transform asset management.

To understand how, download our full report

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