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Perspectives
AMO Japan Market Review February 2024

Japanese Investment Commentary and Market Outlook February 2024...

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Perspectives
A Subtle Shade Less Black?

A subtle shade less black? A mercifully short...

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In Depth
Interest Rates, Growth and Financial Markets

US is on course for ‘immaculate disinflation’; UK...

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Perspectives
UK Budget – Taxes Fall, Headroom Shrinks

Broadly in line with media reports, the Chancellor...

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In Depth
Chinese ‘Year of the Dragon’ May Breathe...

Commodities had a challenging year, but the outlook...

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Perspectives
Enter the Dragon: Why China is Competitively...

Last year marked another tough year for Chinese...

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Perspectives
European Smaller Companies

Higher interest rates have hampered the share price...

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Perspectives
Four Looming Risks That Could Bolster EM Bonds

Many investors are not pricing in four risks...

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Perspectives
Azhar’s Crunching Credit – February Spreads Tighten...

February was a month where we saw spreads...

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Perspectives
Muzinich Weekly Market Comment: Inflation Weighs on...

In our weekly take on the key developments...

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