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Tag: Inflation

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May 2022 review: Liontrust Strategic Bond Fund

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

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The Case for Europe

For the past decade, the deflationary economy has driven bond...

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Quick Thoughts: Navigating Uncertainty in a Rapidly Changing World

Thoughts on recent market volatility and implications for investors from...

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Has Inflation Peaked? Ask the Housing Market.

Given inflation has been running hot for more than a...

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Volatility and Inflation in Latin America: A Window Opens

Boston – Concerns over inflation and central bank responses have driven...

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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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Volcker-Skelter

Key points   The ongoing debates at the Federal Reserve...

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Absolute Return in an Inflationary World

Portfolio Manager Luke Newman considers the opportunities for equity long/short...

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In Response to Inflation, We Must be Bold and Optimistic!

Inflation should ease considerably in Europe starting in September. Does...

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Historically Wide Spreads Make Euro Financials an Enticing Proposition

The cycle and the spreads: 17 May 2022   A...

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