Published Jan 11, 2023
As we hit refresh with the onset of a new year, we wish to highlight the factors that will, in our view, determine the path that asset markets will take through 2023. Inflation: Staying higher and for much longer; we see 4-5% headline US inflation We believe that inflation will be more problematic in 2023…
Read MorePublished Jan 2, 2023
2022 could be characterised as one of the most challenging for investors in decades. The highest inflation in the memory of many, central bankers initially underestimated the challenges ahead, and a war in Ukraine brought losses across asset classes Economic backdrop to 2022 The market view on the global economy has improved in the fourth…
Read MorePublished Dec 22, 2022
Taking stock of the top theme in Sanctum Indian Titans (Titans)The Indian headline indices hit a new high in the month gone by, which is a tall feat given the major world markets are yet to recoup their losses from the current turmoil meaningfully. The divergent performance of the Indian markets was largely due to…
Read MorePublished Dec 12, 2022
• The Fed, ECB and UK MPC are all likely to raise rates by 50bps this coming week • US producer price inflation showed surprising strength next up CPI • US inflation trends likely exacerbated by recent weakness of the dollar • The re-opening of China can only add to some of the global inflation…
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