Tag: Inflation

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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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Cathie Wood on the Unprecedented Disruption Ahead

The founder and CEO of ARK Invest is keeping her...

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In Credit Weekly Snapshot – January 2023

Exceeding expectations Key markets overview Credit market rally continues Key...

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Central Banks: Next Steps in Fighting Inflation

ECB: All eyes are on the upcoming ECB meeting this Thursday...

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When will Central Banks Cease Tightening?

Markets suggest the US has almost reached an inflection point,...

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The Impressive Recovery in Sterling Investment Grade Credit

As we head towards the completion of Rishi Sunak’s first...

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JP’s Journal: Looks Like I am Wrong

Looks like I am wrong. I had been expecting the...

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Six Investment Lessons from 2022

2022 reminded investors of a few home truths. Here are...

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