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Tag: Equities

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Why Emerging Market Debt Needs Both a Passive and Active Approach

Most investors already allocate to emerging market debt (EMD). It...

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2022 US Structured Research Report

Despite significant spread tightening over the last year, we believe...

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Investments in Infrastructure

Technological advances and climate change are lending new momentum to...

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Capital Market Line: The End of Economic Fragility

The global pandemic triggered a new cycle that is shaping...

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Environmental Impact Strategy

We are witnessing a rapid shift in values toward sustainability...

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Starting with a Bang

Key Points   The Fed started 2022 with a clear...

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Beware the Sirens’ Call

The decision to put cash into markets this year depends...

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What Does Genetic Research Look Like? A Case Study

Thematic or megatrend strategies typically focus on the coming wave...

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Fighting Climate Change: The Investors’ View of Net-Zero

The investor and private funding community will play a crucial...

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Light at the End of the Inventory Tunnel

As we enter the third year of the pandemic, most...

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