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Our content, which includes investment research, market analysis, and other informational material is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to sell or solicit any security.
Content on this website is intended only for institutional or professional investors and is for informational purposes only. It does not constitute investment advice, a recommendation, or an offer to sell or solicit any security.
The investment landscape has changed, with an era of "cheap money"1 and "seemingly unlimited liquidity" having come to an end.2 The accommodative monetary policies that defined the past three decades—and particularly the two years following the start of the pandemic—are, in our view, being replaced with less-accommodating conditions.3 These include higher interest rates, more impactful macroeconomic risk, and geopolitical fractures from which investors cannot be shielded.
Friday 1st March 2024
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