Tag: Economic Growth
The Changing Face of Emerging Markets
As always, the only constant in emerging markets is change....
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“Our Economy is Addicted to Growth, Time to Kick the Habit”
Global economic growth is flagging, and the outlook for 2024...
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Interest Rates: Peaking or Heading for a High Plateau?
As the services boom decelerates, manufacturing picks up. The strength...
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Why Investors in Europe Can No Longer Afford to Ignore Private Equity
Investors in European equities are missing out if they just...
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Carmignac Patrimoine: Letter from the Fund Managers
+0.18% Carmignac Patrimoine’s performance in the 2nd quarter of 2023 for...
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Direct Lending in Times of Uncertainty
It might seem a harsh economic environment for lenders. But...
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Sound Money Sounds Good
Decisive monetary policy has brought inflation under control in Mexico...
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Chinese Markets: Optimism Arrived Earlier, Bumpy Road Ahead
The Politburo, the top decision-making body of the Chinese Communist...
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Q3 Earnings Roundup & Sector Views
With 26% of the S&P 500 earnings reported, third-quarter results...
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