Tag: Equities

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Lessons from 40 Years of Company Returns

US policy is pushing investors to look beyond the US,...

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Trump Takeaways: Where are we After Two More Weeks of Change?

It’s been quite the fortnight – plenty of developments on...

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European Equities: Resilience Amid Global Trade Tariff Turmoil

Key takeaways   US consumers and businesses are feeling the...

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Four Factors that Could Drive Chinese Equity Markets

Despite geopolitical, trade, and economic uncertainties, China’s stock market has...

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US Small- and Mid-cap Equities: The De-escalation Trade

Investors may be experiencing whiplash from watching wild market swings...

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Eastern Building Blocs: Seeking Opportunities in Bond Markets

As portfolio manager for the Carmignac Global Bond strategy, Abdelak...

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View From The Top: Don’t Panic (Too Much)  

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

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Graph of the Week – ‘IT Factor’ Stands Out in US GDP Data

One  indicator of demand in the US economy stood out...

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Healthcare Innovation is Revitalising the Sector

Despite healthy prospects and long-term drivers, healthcare stocks have been...

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Season 7, Post 16: On Robots, Races and Research

Your author has participated in many half marathons (and has...

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