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Tag: Equities

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Two Pieces of Good News for Investors on Inflation

Market participants are in desperate need of positive news given...

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Emerging Markets are Down, But Not Out

Global markets are facing a number of headwinds this year,...

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Is it Time to Buy China?

The MSCI China Index fell 55%1 from February 2021 to March...

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2022 Mid-Year Investment Outlook: Where do We Go from Here?

Key takeaways The Russia-Ukraine war has exacerbated inflationary pressures while...

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Why Could There Potentially be a Real Case for Global Real Estate?

Why could there potentially be a real case for global...

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Revaluation, Dislocation and Recession: Why It’s not Over for Growth Stocks.

Key Points   Growth stocks have sold off indiscriminately, not...

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Windmills of your Mind

When things are bad, people think they are the worst...

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Getting Past the Growing Pains of the Digital Economy

Jeremy Gleeson, Portfolio Manager and head of AXA IM’s Technology...

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Insuring the Future of the UK Insurance Industry

Key takeaways Reforming the risk margin Reform package includes three...

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It’s Getting Tighter

Key Points   Financial conditions are tightening very fast in...

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