Investment

EM inflation: Higher, more entrenched

Marcelo Carvalho, Luiz Peixoto, Jeffrey Schultz We are increasing our EM 2022 inflation forecast by 4pp to 10% due to rising energy and food prices, trade disruptions and renewed supply-side constraints, resulting from the Russia-Ukraine…
Investment

Tough Fed talk on inflation, little bite

BlackRock Investment Institute (BII) Key Points Fed rate hikes: The Fed is talking tough on inflation by projecting a large and rapid increase in rates, but we think it won’t fully deliver and be forced to…
Investment

SARB: Hawkish caution loading

Jeff Schultz – Senior Economist, BNP Paribas South Africa We expect the SARB to unanimously raise the policy rate by another 25bp on 24 March.  The decision, statement, and tone are likely to strike a…
Investment

Three shifts shaping the PE landscape

Heleen Goussard, head of Alternative Investment Services, RisCura Interpreting the changes that take place in private equity (PE) prices over time isn’t straightforward as many of the drivers are unobservable.  But there are some noticeable…