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Tag: Markets and Economy

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Earning Excess Returns from Active Value Investing May Just Be Starting

Boston – The most common question posed by our Value clients...

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Social Economy

Responsible investors have the ability to call companies to account....

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Royal London Interim Results Announcement

Royal London releases 2022 interim results: 19% increase in new...

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The US Macro Week That Was

We continue to be more bearish than the consensus and...

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Asset Allocation Highlights – Expectations Out of Line

Given that the current downturn really is global, we are...

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Sustainable Infrastructure: Enabling the Transition to the New Economy

Executive summary Infrastructure provides the foundations for a more sustainable...

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Mid-Summer Blues

Key points:   The US is not yet in a...

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Fed: Flying Blind

The Federal Open Market Committee (FOMC) hiked its federal funds...

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Fed Signals Possible Slowdown in Rate Hikes as Economy Cools

Boston – As expected, the Federal Open Market Committee (FOMC) raised...

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Emerging Markets Inflation: Characteristics, Causes and Effects

Key points   Global factors have put upward pressure on...

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