The FOMC of January 26, 2022 was eagerly awaited. The minutes of the previous committee, had shown that a balance sheet reduction was seriously considered, which had triggered a major correction in the equity markets. Analysis by CPR AM experts...

As we move through 2022 we can expect an interesting year for China's equity market given the pledge by the People's Bank of China (PBoC) to use monetary tools to spur the economy and boost growth. The US and China are set to spend the year diverging on monetary policy...

As the rest world grapples with tighter monetary policy, China is on different easing trajectory, which should be supportive for stocks. It is likely that we are at, or past the peak of regulatory reform. Current valuations provide exciting entry points and opportunities.

With more than 20 years of experience, Khalid joins Aeon from Federated Hermes International where he was Senior Credit Structurer in the Fixed Income Group responsible for managing structured credit portfolios comprising regulatory capital trades and CLOs.

2022 will be a new year in more ways than one. After more than a decade of monetary stimulus, the US Federal Reserve has signaled that it will raise interest rates and reduce support for the economy and asset prices.