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Tag: Equities

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Multi Asset: Markets Hoping for Growth

Overweight equities, around neutral in property, commodities and bonds Our...

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Index Funds Can Be Used Actively

In a recent installment, we highlighted underperformance of active funds...

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Too Much of a Good Thing? How to Reduce Concentration Risk.

The U.S. made up 65% of the MSCI ACWI and...

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Blending Active and Index Building Blocks for Better Fixed Income Outcomes

Although the active versus passive management debate persists, more sophisticated...

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Take Two: Fed Likely to Cut Rates Gradually; Eurozone Inflation Rises

What do you need to know? Federal Reserve officials were...

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THE WORLD AFTER FED EASING

The start of monetary easing by the Fed is always...

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In Credit Weekly Snapshot – November 2024

A tale of two economies Key markets overview The times...

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Investment Research Offsite 2024 Recap

In September, investment colleagues from around the world met in...

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2025 Fixed Income Outlook: A Year of Opportunity Amid Economic Uncertainty?

With inflation cooling and the US Federal Reserve transitioning from...

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JP’s Journal: Revolting Bonds

Last week was certainly action packed. The election of Donald...

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