Tag: Market Growth

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China is Back: The Implications of China’s Accelerated Re-opening

Summary The Chinese government set a GDP growth target of...

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Global Alpha Research Agenda 2023

Key Points The current market environment is offering many opportunities...

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Can High Yield be a Substitute for Equities in this Low Growth Environment?

As investors, we are often liable for thinking in specific...

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Value: Why Now? Capturing the Comeback in Its Early Innings

The value factor has delivered attractive long-term returns but has...

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International Access: What Markets Are We Looking at in Asia?

https://www.youtube.com/watch?v=l8u88UG4N8A Research Analyst Dillon Jaghory discusses why Southeast Asian markets are well-positioned...

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The Growth Plan

A growth plan … but one based on established businesses...

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JP’s Journal: The Start of the Growth Debate… or the End?

“Growth, growth, growth” was the Prime Minister’s mantra at the...

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Time to Trade the Growth Slowdown

We are optimistic the US economy will avoid a recession...

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Navigating Market Risks in US Small-Cap Growth

Portfolio Manager Jonathan Coleman discusses how to navigate the risks...

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Global Growth, The French Election, and the Fed

Key takeaways Growth expectations fall for the globe Not surprisingly,...

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