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Top-5 themes for H2
We usually only predict our top themes once a year. But the extraordinary changes in the first six months of 2022 mean the second six months are shaping up to be very different to everyone’s expectations. So in this publication we zero-in on the five most important themes that we believe will impact the rest of the year. Inflation: Amidst the fight against rising prices, some investors have begun to price in a Fed pivot to shore up a slowing economy. This is not our base case and we argue that any softening of the hawkish rhetoric could have a negative outcome for markets – the opposite of what many investors ... (full story)