As confidence grows in projections for inflation, monetary policy and economic growth
NAV looks set to drop below minimum threshold next month
Goro Takahashi joins the firm’s Japanese equities team
As long as earnings hold up and a recession is avoided, a substantial decline in equity markets ‘remains unlikely’
Brent crude is at $105 p/b, while gold, nickel and wheat prices are up 40% due to disruption from Russia-Ukraine war
With comments from Columbia Threadneedle Investments, Interactive Investor, DWS and Neuberger Berman
Rising inflationary and rates environment and stretched multiples bode well for hard done asset class, says Erik Knutzen