Global bond markets have suffered significant losses in recent months, and with rising inflation and interest rates expected to increase, 43% of pension funds and other institutional investors expect performance to deteriorate further over the next 12 months – some 13% expect a significant decline.

Mark Nash and Huw Davies assess the prospects for global growth in an environment of heightened geopolitical tensions, rising inflation and interest rates and China's zero-Covid policy.

To understand the current volatility, it helps to get reacquainted with just how out of whack things were coming into 2022—in terms of both magnitude and timing.

With more than €370 billion invested across all sectors, CNP Assurances is a major player in financing the real economy. In accordance with the new requirements of Article 29 of France's Climate Energy Law, CNP Assurances is today publishing its responsible investment report, including new information on climate and biodiversity.

When inflation, interest rates and global economic uncertainty are rising, cash today can seem more urgent than exposure to the markets of tomorrow—but could that mean investors risk missing out on the potential of thematic strategies?