Insights

The hustle and bustle of day-to-day economic activity sits atop big but largely invisible long-term trends. Of particular importance are the trends influencing inflation.

Markets rallied during July after a tough first half. Hope of a soft-landing scenario is growing, but there are very good reasons to be sceptical as the world economy enters a downturn. Now is the time to carefully balance risk and opportunity.

Interest rates continue a relentless march higher across the globe while reported inflation rates in many countries are also still rising. Are there any signs of this changing in the near future and what does it mean for investors?