Tag: Equities
Market Monitor – 21 July 2023
Global stock markets have made solid gains this week following...
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Can an Equity Income Strategy Still Pay Dividends?
Global dividend levels have returned to pre-pandemic levels, but this...
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Emerging Market Investment Grade Debt: An Attractive Alternative for Insurers
Key takeaways We believe emerging market (EM) investment grade hard...
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China Equities: Not a Comeback, Not a Setback
We give an on-the-ground perspective on China’s struggling economy, and...
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Are High Yield Bonds Really More Risky than Equities?
Over the last 25 years, global high yield bonds have...
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Sort the Wheat from the Chaff – Why Thorough Biodiversity Impact Research is Crucial
Key points: A variety of multi-sector opportunities exists within the...
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Can EM Equities Play Catch-Up in the Second Half of the Year? Spoiler Alert: We Believe So!
As last year was coming to a close, we believed...
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Azhar’s Crunching Credit – June Swoon
June was a baffling month. Inflation data didn’t subside substantially,...
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Markets Adjust to Higher Rate Backdrop
A review of the week’s top global economic and capital...
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