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Investment Management
Top three emerging market themes
Carry, duration and spreads are all key emerging market themes.
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Investment Management
Looking further afield for impact: three case studies
Deep, fundamental analysis can really pay off.
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Investment Management
Is now an attractive entry point for Chinese assets?
The answer depends on your time horizon.
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Investment Management
US to outpace peers again as global economy set to outperform
Economists predict strong income growth amid cooling inflation and a robust job market.
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Investment Management
What could an escalation in the Middle East mean for central banks?
Any escalation in the Middle East could push oil prices higher, drag on global growth and resist central bank attempts to control inflation.
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Investment Management
Why the “high for longer” narrative is flawed
Central banks will likely ease sooner than expected.
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Investment Management
The fairytale of a soft landing
The consensus view toward a mild downturn looks misplaced.
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Investment Management
Never mind the naysayers, the dollar is untouchable
The greenback’s role as the world’s foremost reserve currency is unlikely to be undermined anytime soon, despite the gathering to develop a rival currency.
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Investment Management
Russian LNG undermines the EU's energy security
There is opportunity for U.S. LNG to fill the gap.
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Investment Management
Why have bond yields continued to rise?
Four reasons why yields have defied falling inflation.
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Investment Management
The Evolution of Sustainable Investing
Sustainable investing has gone through several evolutionary stages - how the industry changed?
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Investment Management
Real estate logistics sector keeps on trucking
After spectacular falls last year for the real estate logistics sector, investor interest is starting to emerge.
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