
Multi Asset
Kieger Multi-Asset Q1 Equity Market Perspective
Amid the noise, a shift is underway. Peter Maag & Olga Kuzior’s take:
Q1 2025 marked a turning point in global equities. And while

Amid the noise, a shift is underway. Peter Maag & Olga Kuzior’s take:
Q1 2025 marked a turning point in global equities. And while

Inflation is always and everywhere a monetary phenomenon. Although we at Kieger are by no means committed monetarists, this chart lends more credence to the

The huge withdrawal of central bank liquidity happening currently is truly “unprecedented” (an otherwise-overused term currently). Despite all of the detailed analysis on the effects

Inflation continues to drive recession worries. US inflation continues to drive recession worries with CPI running at 8.6% YoY in May.

Inflation out of control? You might expect to see an inflation chart like this in an emerging market, but this is happening in the 5th