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Tag: Markets and Economy

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Carmignac Portfolio Emerging Discovery: Letter from the Portfolio Managers

Carmignac Portfolio Emerging Discovery (A EUR ACC share class, ISIN...

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Investing in Interesting Times

What happened to major asset prices before 2022 and what...

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JP’s Journal: Should Have Been a Fun Manager

My wife is an archaeologist. When in social gatherings her...

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Global Credit Outlook: Cautious on Turbulence & Technicals

Rate volatility was a major driver of global bond markets...

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Long Term Capital Market Expectations – UK Edition

UK regional edition of our January 2023 Long-Term Capital Market...

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Meta Share Gains Importance, Thanks to AI

No projected growth when it comes to Telecom Services. However,...

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Pirelli Launches First Ever Benchmark Sustainability-Linked Bond for the Tyre Sector

The sustainability-linked bond is tied to scientifically aligned emission reduction...

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Market Monitor – 20 January 2023

Mixed economic data in the United States provided investors with...

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Why Now is a Good Time for MAC

Multi-asset credit has been a popular choice for investors over...

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Why this is the Perfect Environment for Stockpickers

Are high correlations the enemy of active investors? Or our...

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