The December 2021 edition of Numera’s Global Macro Strategist offers a roadmap to navigate global financial markets in 2022. We first present our key macro predictions for next year, and then discuss how to adapt portfolios to a less favourable global landscape..
The December 2021 edition of Numera Analytics’ Global Macro Perspectives report features in-depth commentary of the key macro themes shaping the global economic outlook, as well as our latest country and regional views on growth, inflation and exchange rates.
The November 2021 edition of Numera’s Global Macro Strategist explores the case for an increased EM exposure in global portfolios in 2022. Although EM assets are trading at a discount, we find global and domestic macro forces weaken the relative appeal of most EM investments.
The November 2021 edition of Numera Analytics’ Global Macro Perspectives report features in-depth commentary of the key macro themes shaping the global economic outlook, as well as our latest country and regional views on growth, inflation and exchange rates.
The October 2021 edition of Numera’s Global Macro Strategist explores the factors behind soaring global energy costs, and investigate the implications of power shortages for the global growth outlook. We also discuss implications for commodity investments and energy exporters.
The October 2021 edition of Numera Analytics’ Global Macro Perspectives report features in-depth commentary of the key macro themes shaping the global economic outlook, as well as our latest country and regional views on growth, inflation, and exchange rates.
The September 2021 edition of Numera Analytics’ Global Macro Perspectives report features in-depth commentary of the key macro themes shaping the global economic outlook, as well as our latest country and regional views on growth, inflation, and exchange rates.