Tag: Inflation
What Does a Higher Inflation World Mean for Dividends?
We look at the impact of higher inflation on dividends...
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Quick Thoughts: Banking, Inflation, and the Fed: Where do We Go from Here?
Banking turmoil continues to rattle the global markets and investor...
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Weekly Market Update – Staying the Course
Markets this week have been gripped by apprehension over the...
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Barometer: Lower Inflation Ahead, But Lower Growth Too
We don’t expect inflation to remain sticky for long but...
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Nearshoring Opportunities Brighten Mexico’s Outlook
As companies look to relocate business operations closer to home,...
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When It Comes to Inflation, Investors Shouldn’t be Complacent
A convergence of structural and sociological factors means we’re entering...
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My Market View is Based in Realism, Not Pessimism
Key takeaways US inflation The US economy remains resilient, and...
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Framing a Case for Small Caps
Despite their forgettable performance in 2022, we think small-cap stocks...
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Emerging Market Debt: Compelling High Yields
Emerging Market Debt is a very attractive asset class, offering...
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