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Investment Management
Time to invest in commodities?
With core inflation remaining stubbornly high, is it time to invest in commodities?
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Investment Management
The state of the mortgage market
What is the state of the mortgage market and why are agency mortgages attractive?
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Financial Advice
Is renewable tech modelling unduly pessimistic?
Has the falling cost of renewable technologies been underestimated by industry modelling?
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Financial Advice
High yield is approaching an inflection point
Security selection is imperative in an environment of higher credit volatility.
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Pensions
Markets are underestimating the rate rises to come
Hiking cycles are still likely to cause recessions in many economies.
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Investment Management
Summer’s not cancelled - consumers will be spending
Consumer discretionary stocks such as airlines look attractive.
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Investment Management
Fixed Income Strategy Update
PIMCO share an update to their approach to investing in fixed income assets and where they see the opportunities in the market.
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Financial Advice
Offense and defense – health care offers exposure to both worlds
Few sectors offer defensive characteristics and attractive growth potential.
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Financial Advice
Are insurance products a damp squib?
These days, people are increasingly interested in options that offer them real value, and when it comes to protection policies, this attitude is no different.
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Financial Advice
Despite the storm, there are reasons to like European bank bonds
Attractive valuations and resilient fundamentals support the sector.
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Investment Management
Want outperformance? Southern European markets are hot
Southern Europe is having its best start to the year in a long time, but drilling down to the underlying drivers shows that this rally may still have legs.
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Financial Advice
The inflation challenge: UK unemployment will need to rise to at least 6%
Only a labour market downturn will solve the UK’s inflation problem.
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