Tag: Equities

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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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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