Tag: Equities
Macroeconomic Outlook 2022: Compression, Decompression, Absorption
Key points We expect pressure on global supply to gradually...
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Emerging Market Fixed Income Outlook 2022
Emerging markets will face a few important but manageable challenges...
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What Lies Around the Corner for Digital Assets
In just over a decade digital assets have gone from...
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Green Shoots Emerging for Japan
Japanese equity markets have lagged their developed market peers in...
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One Chart that Caught Our Eye Recently was the Current and Historic Bid-Ask Spreads in High Yield.
Among the feedback that we often receive is that high...
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Risk-Off Sentiment Presents Yield Opportunity in Good-Quality High Yield Bonds
We all shuddered along with markets when, on Friday, we...
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Japan Stocks: Building on 40 years of Growth Investing.
As the Baillie Gifford Japan Trust enters its fifth decade,...
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Upwardly Mobile: Credit’s Quest for Glory
Fixed income portfolio managers Tom Ross and Tim Winstone explore...
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Inflation Risks: Calibrating Multi-Asset Income Investment Tactics.
Changing workforce demographics, Covid and climate change are pushing prices...
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