Tag: Economic Growth

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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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First Republic is Gone. Now What?

Market Recap U.S. equities ended April with nice gains as...

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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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UK Equity Income Bulletin

Despite pressure on UK confidence, there remain many excellent companies...

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