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In Depth
Discipline Pays Off in China Equities

Our focus on industry leaders creates a market...

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Perspectives
Global Markets: 10 Things to Watch in...

Key takeaways Consumer inflation expectations Central bank credibility...

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Perspectives
EU Fragmentation Risks Loom Large as Central...

Even if our big data based business cycle...

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In Depth
Digital Assets: Don’t Confuse Rhinos for Unicorns

It is important to categorise correctly. Marco Polo,...

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Perspectives
Take Two: Fed Eyes More Restrictive Stance;...

What do you need to know? The US...

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In Depth
BAKERSTEEL Precious Metals Fund I Class Factsheet...

The Fund fell -13.0% during the month (I2...

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Perspectives
Quick Thoughts: Germany—Energy, Europe, and Evolution

As Germany ponders its energy security, climate change...

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Perspectives
Tight Energy Markets are Here to Stay

Key Takeaways Strong demand for crude oil as...

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In Depth
Another Money Magic Tree Dries Up

Key points:   We explore the risk of...

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Perspectives
Isaac Newton’s Groupthink Folly: Focusing on Froth,...

Key Points The 18th-century mathematician Sir Isaac Newton...

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