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Tag: Markets and Economy

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JP’s Journal: Three Lions

England’s football transfer window closed last week. What it highlighted...

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Did China Learn Anything from Japan’s Lost Decades?

The economic models of China and Japan are closely related....

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Opening Doors

How secondaries is attracting a new pool of investors Jochen...

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Signposts for a Soft US Landing

A recession next year is our base case for the...

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Will We See Batteries Powering Large Containerships?

When it comes to batteries, automobiles have stolen the lion’s...

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Proxy Voting Season, ESG and a New Normal

The RLAM Responsible Investment team oversees voting activity across all...

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Sonia vs. SONIA: What We Know About Today’s Sterling Borrowing Rates

We compare the redhead of 90s pop with today’s red-hot...

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2021 Stewardship Annual Report

We’ve built a stewardship platform to reflect our values, which...

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Monthly Commentary: Too Early for Fed “Pivot” when U.S. Job Market is Still Booming?

It appears U.S. inflation has peaked, but the battle against...

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PM Perspectives

In this inaugural edition of PM Perspectives, we sit down...

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