Tag: Global GDP Growth
Why an Emerging Market ex China Strategy Offers a New Opportunity Set
Summary China’s growing dominance in the emerging market universe has...
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A Time for Dividends to Shine
The past decade has been an exceptionally profitable period to...
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Macroeconomic Outlook 2022: Compression, Decompression, Absorption
Key points We expect pressure on global supply to gradually...
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Global Factor Views – October 2021
Macroeconomic and equity market backdrop Growth Overall we expect...
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