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Investment Management
The Investment Outlook Q2 2023
Financial conditions are likely to tighten further in the coming months. Here are 3 ways this may change asset selection.
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Investment Management
Global Economic Outlook Spring 2023: Everything everywhere all at once
Negative confidence effects from the near-death experience in the US banking sector and the unresolved energy situation in Europe will shape the rest of the year.
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Investment Management
Fractured Markets, Strong Bonds
For investors, times of uncertainty can underscore the importance of a cautious approach.
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Investment Management
What the collapse of SVB means for investors
The investment world has been rocked by two bank failures in the US and a crisis at a Swiss giant, Philip Saunders argues that this is a healthy development for the long term.
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Investment Management
Banking sector turmoil muddies waters for Fed’s upcoming decision as ECB hikes again
Confirmation that US inflation was continuing at a high pace offered a dilemma for markets seeking to anticipate the Federal Reserve’s (Fed) next move.
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Investment Management
Fed Weighs Stubborn Inflation Against Banking System Stress
Slower credit growth may curtail broader U.S. economic growth, taking pressure off the Federal Reserve.
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Investment Management
Regulators welcome the Government’s updated Green Finance Strategy
In a joint statement, the FCA, the FRC, the BoE and the TPR have welcomed the Government's updated Green Finance Strategy.
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Investment Management
Fed and Treasury won't come to the rescue
The Fed stuck to its inflation-fighting script yesterday, pointing to other tools available for fighting market stress. Markets didn’t really appreciate it – but it does suit our script.
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Investment Management
Monetary Policy Summary
Monetary Policy Summary and minutes of the Monetary Policy Committee meeting.
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Investment Management
Rates risk reverb
Higher rates have triggered a banking crisis, provoking actions from policymakers, investors and bank deposit customers.
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Investment Management
Contagion or contained: banks in focus
After a turbulent week for the banking sector, Schroder's experts assess the implications.
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Investment Management
Quarterly Investment Letter
Following a turbulent week in the markets, Graham Wainer (CEO Investment Management, Stonehage Fleming) reflects on financial sector stresses and implications for the investment outlook.
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