Tag: Equities
China: A Year of Base Effects and Property Sector Deleveraging
The recent release of fourth quarter economic data from Beijing...
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Upside Inflation Surprise… Not as Bad as it Looks
Headline December UK consumer price inflation (CPI) came in at...
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A Review and Outlook for the VT Gravis UK Listed Property (PAIF) Fund
The VT Gravis UK Listed Property (PAIF) Fund marked its...
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What Worked in 2023 and What Could Work in 2024?
What worked in 2023 and what could work in 2024...
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ClockWise: Stocks Strong Ahead of Earnings Season
Equity markets continued to rally last week, moving into positive...
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A Farewell Message from Joe Keefe, President, Impax North America
I have had the privilege of connecting with many of...
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JP’s Journal: Bumpy Disinflation
Bond markets were little changed over the week; US treasury...
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What is Capturable Volatility, and How can it Deliver Returns in an Unstable World?
There is always uncertainty in markets, and there will always...
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ESG Viewpoint: Diversity in Clinical Trials
Despite a clear scientific and commercial imperative, a significant gap...
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