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Perspectives
JP’s Journal: A Tale of Two Quotes

“The past is a foreign country; they do...

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Perspectives
Signposts for a Soft US Landing

A recession next year is our base case...

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In Depth
Will We See Batteries Powering Large Containerships?

When it comes to batteries, automobiles have stolen...

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Perspectives
Proxy Voting Season, ESG and a New...

The RLAM Responsible Investment team oversees voting activity...

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In Depth
Supply Bull vs. Demand Bear Clouds Cotton’s...

Cotton prices have been very volatile in 2022....

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Perspectives
Sonia vs. SONIA: What We Know About...

We compare the redhead of 90s pop with...

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In Depth
Credit Cracks: High Yield fundamentals and Default...

Persistent inflation and recession fears have led to...

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In Depth
Top 5 Takeaways for Infrastructure

The Inflation Reduction Act of 2022 is the...

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Perspectives
Your Luggage may be Stranded, But Currencies...

Statistical analysis of currency performance groupings reveals some...

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In Depth
The Difference Hedging Costs Make for China...

The dramatic drop in hedging costs increases attractiveness...

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