Tag: Equities
Inflation: What if they are Wrong?
Although we share the view that current inflation is transitory,...
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The High Cost of ‘Insurance’ in Today’s ‘Aggregate’ Benchmark
Portfolio Managers Seth Meyer, John Lloyd and Head of US...
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Republic of Peru Debuts its Sustainable Bond Framework
Sustainability and Social Bond issuances mark the country’s foray into...
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Addressing the Challenging High Standards of High Yield
There are a number of market inefficiencies and structural challenges...
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What is Driving the Sudden Spate of Telecoms Buyouts and is it Good for Investors?
The European telecommunication industry has been the problem child of...
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2022 Market Outlook: Normalisation in motion
2022 will likely be characterised as a ‘normalisation year’ much...
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Making Virtual Account Management a Reality in Asia Pacific
A calibrated, progressive approach of implementing virtual accounts can be...
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2022 Market Outlook: China Redefined
China’s growth is slowing as policy makers adopt a framework...
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Fixed Income: From Recovery to Expansion
In 2022 we expect the market narrative to transition to...
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