Tag: Market Recovery
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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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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Shifting Gears: Emerging Market Prospects are on Track
Across markets and asset classes, investors faced challenges and benefited...
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Living in a Post-Peak Growth World
As the world economy moves on from the pandemic, emerging...
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