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Perspectives
EM Local Currency Bonds Shine as U.S....

EM local bonds are outperforming in 2025, offering...

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Perspectives
In Credit Weekly Snapshot – June 2025

‘Take it to the limit’ … Markets at...

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Perspectives
European Real Estate: Shelter Amid ‘Tariff-Fying’ Times?

U.S. policy uncertainty means Europe might now be...

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Perspectives
Eastern Building Blocs: Seeking Opportunities in Bond...

As portfolio manager for the Carmignac Global Bond...

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Perspectives
View From The Top: Don’t Panic (Too...

View from the very top: There is a...

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Uncategorized
Four Scenarios for Uncertain Markets

There are no facts about the future —...

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Perspectives
Graph of the Week – ‘IT Factor’...

One  indicator of demand in the US economy...

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Perspectives
US-China Trade War: The Art of Failure

In just three months, President Trump buried the...

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Perspectives
US-China Trade War: The Art of Failure

In just three months, President Trump buried the...

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In Depth
Vaclav Smil — Innovation with Grains of...

Professor Vaclav Smil cautions about the hyperbolic claims...

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