Tag: Markets and Economy
Market Monitor – 25 August 2023
Global stock markets made cautious progress this week following recent...
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Thematic Insight: Managing the Human Capital Transition
Human capital is often overlooked by investors. Increasingly, however, the...
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Is China the Next Japan?
In the early 1990s Japan suffered a well-documented deflationary slump....
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Going Global with High Yield: Why High Yield is Outpacing their Investment Grade Counterparts
Claudio Da Gama Rose, BlueBay Institutional Portfolio Manager, Global Leveraged...
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JP’s Journal: Rising Global Real Yields – An Explanation
One of the great skills of the best forecasters is...
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There is an Alternative to High Volatility
Head of Client Solutions, David Horsburgh, explores the role that...
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Market Monitor – 18 August 2023
Global stock markets sustained heavy losses this week with fears...
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Leading Growth Indicator Positive for First Time in Two Years
Resilient growth data has seen equity markets record a strong...
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Consumer Sentiment: A Lagging Indicator
The most recent release of the University of Michigan’s consumer...
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