Capital Markets - Focus

What comes after the inflation hump? Implications for investors

The rising influence of target date funds on markets

The industrial metals super-cycle has accelerated, not slowed down

China enriches the portfolio

Short-term bonds - more (value) than liquidity substitute

Liquid alternatives are a useful addition in the low interest rate environment

Stronger synchronisation of equities and government bonds is also likely to shape the coming years

Passive investments change market structure and market behaviour

Industrial metals – at the beginning of a new super-cycle

Emerging markets debt: more room to run