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Positioning for Inflation: Commodities and Gold can be Essential Hedging Instruments

The Long Time Series, back to the 1970s Commodities have...

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Have U.S. Economic Growth and Inflation Rates Peaked?

Boston – The big story of the second quarter of 2021...

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Is China Driving Emerging Markets?

Over the years, China has become a leading emerging market...

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US Fixed Income Mid-Year Outlook

We are entering the second half of this year with...

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Using Bonds to Create a Low-Risk Absolute Return Fund

In previous articles we have discussed volatility in bond prices...

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Does the Future Belong to Asia?

With rising incomes and an ever-increasing population, Asia’s rising importance...

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Emerging Markets Sustainable Impact Report

How We Invest for Impact Businesses with the resources and...

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Markets – Surfin’, Surfin’, But Mind the Rocks

Equities gained in June, but the advance was hesitant at...

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Investing in Chinese Tech Companies Through an ESG Lens

Tech can help to enable ESG but the often-disruptive nature...

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Seven Lessons for Investors

After 38 Years at Baillie Gifford, Charles Plowden Reflects on...

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