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Tag: Inflation

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A New World Order, Inflation, and Market Opportunities

Inflation, in terms of both its absolute level and fluctuations...

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Commodities can Help Investors Mitigate Rising Inflation

We find commodities in many goods and products that impact...

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Chart of the Month: Let’s Not Get Ahead of Ourselves

The post-US CPI rally may mark a turning point, but...

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Year of the Bond

Monetary policy is more art than science. We all agree...

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Inflation Surprised on the Upside, As Cost-of-Living Pressures for Households Mount

Commenting on this morning’s latest ONS figures on inflation, Melanie...

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2023 Asia ex Japan Equities Outlook: Selective Investing Through the Trough

Inflation and rate hikes weighed down Asia equities in 2022,...

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Hope on the Horizon

In times of great uncertainty, investors focus more on managing...

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Muzinich Weekly Market Comment

Weekly Update – “Pivot” Drumbeat This past week we saw...

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Why I Believe in the Small Cap Premium

Past performance is not a guide to future performance. Do...

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Volatile Markets, Resilience and Our Multi Asset Positioning

Markets have had a torrid year; equity and bonds have...

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