Global outlook: rates, inflation and the next cycles
How central bank moves are redrawing the opportunity map between fixed income and equities.
Read analysis →Currencies and commodities: what to watch now
The forces likely to drive FX and real asset prices over the coming quarters.
Currencies and commodities are once again setting the pace of global portfolios — and three forces deserve special attention over the coming quarters.
First, the rate differential between developed and emerging economies, which drives capital flows and currency pressure. Second, the energy transition, which sustains structural demand for metals such as copper and lithium. Third, geopolitics, which has reintroduced risk premium into energy and food.
For investors, commodities play a double role: inflation protection and genuine diversification, with historically low correlation to stocks and bonds.
In Nexan portfolios, real asset exposure is implemented through liquid vehicles and sized to each client's risk profile. Past performance is not a promise of future results.
Featured insights
Global equities: where the quality premium lives
Sectors and geographies with the best risk-reward for long-term investors.
Read analysis →Fixed income beyond the obvious: credit and inflation
Inflation-linked structures and selected private credit as engines of real return.
Read analysis →