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Tag: Markets and Economy

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China’s Persistent Deflation Constrains Market Broadening

Inflation in China accelerated at its fastest pace in nearly...

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Weekly House View | Earnings to the Fore

The week in review US jobs growth slowed more than...

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A Brief Reprieve

Investors had a brief reprieve from geopolitical surprises at the...

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Bond Navigators: Beware the Narrative

In a recent meeting I was asked if I was...

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Market Update on Developments in Venezuela

The weekend’s operation in Venezuela and the capture of Maduro...

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Carmignac Portfolio Tech Solutions: A Fund that Represents a Long-Term Conviction

How to assess our approach to technology sector equities since...

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Charting a Course Through the Changing Responsible Investment Landscape

How understanding market dynamics and research led insights help us...

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The LDI Curriculum: 3 Lessons You Can’t Skip This Autumn

This summer, UK gilt markets have outwardly been remarkably calm....

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Why Utilities Should Benefit from the Rising Global Demand for Electricity

The world’s need for more power presents significant growth opportunities...

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The Viewpoint: Investment Styles – Why Do they Matter?

A source of consistent debate over my career has been...

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