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Tag: Market Recovery

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Outlook 2022: Pandemic Effects to Recede, Policy Starts to Tighten

Outlook 2022: What you need to know about the year...

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The Great Transition

In our Investment Outlook 2022, we explain why we expect...

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The Land of Smiles No More

With Covid-19 cases rising Samir’s latest Armchair Observer focuses on the...

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Asset Allocation 2021/22: Review and Outlook

After the shock Covid-19 recession of 2020, global economic growth...

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Fixed Income: From Recovery to Expansion

In 2022 we expect the market narrative to transition to...

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Green Shoots Emerging for Japan

Japanese equity markets have lagged their developed market peers in...

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Change of focus

Key points   The Omicron variant may change the policy...

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Japan’s Small- to Mid-Cap Universe of Mispriced Opportunities

Japan’s small- and mid-cap corporates are an underappreciated asset class....

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Engagement Update: 80% of Top 100 Companies Agree to Disclose Diversity Data

Investors often lack the information that we need to evaluate...

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Will Mortgage Borrowers Cope When the BoE Hikes?

Speculation on the timing of the Bank of England’s first...

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