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Tag: Markets and Economy

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Eastern Building Blocs: Seeking Opportunities in Bond Markets

As portfolio manager for the Carmignac Global Bond strategy, Abdelak...

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View From The Top: Don’t Panic (Too Much)  

View from the very top: There is a path out...

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US-China Trade War: The Art of Failure

In just three months, President Trump buried the post-1945 geopolitical...

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ECB Update: Adapting to be agile

A few short weeks ago, expectations around the European Central...

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Navigating the New Multipolar Investment Landscape

The global investment environment is undergoing a profound transformation, marked...

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Market Narratives

Last month we noted that there had been a change...

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‘Mar-a-Lago Accord’ Explained: A New Era for the Dollar?

There has been much focus on whether Trump could force...

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Weathering Storms of Volatility

Amid mounting fiscal, monetary, and trade policy uncertainties, U.S. equity...

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Bond Navigators: Bund Yields March Higher

Germany sets dial to ‘11’: European government bond yields sent...

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Southeast Asia: A Powerhouse in the Making

South East (SE) Asia is one of the most exciting...

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