Tag: European Equities
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Many Megatrends Depend on Semiconductors. What’s Happening in the Space?
Governments are competing with each other to ensure stable future...
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Pendal Agree Acquisition Proposal from Perpetual
An important announcement to clients from J O Hambro’s CEO (UK,...
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Energy Bills Rise in Europe But Fall in the US
Key Takeaways This week we’re going to discuss the extraordinary...
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EU Fragmentation Risks Loom Large as Central Banks Tighten Amid Patchy Economic Data
Even if our big data based business cycle model Wave...
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Responsible Investment Quarterly Q1 2022
Welcome to the newly designed Responsible Investment Quarterly. Over a...
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Market Monitor – 10 June 2022
Concerns about rising interest rates – and their likely impact...
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The Burden of Inflation Isn’t the Same in the US and Europe
Source: Carmignac, May 2022 In the US, household wealth and excess...
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