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Tag: Markets and Economy

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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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UK Equities: Challenging the Gloomy Consensus

Could the outlook for the UK be less bearish than...

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UK Mid Cap Strategy – July 2022

Markets enjoyed their best month of 2022 in July after...

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The Great Western Drought: What Could It Mean for Markets?

As we write this article in mid-August, authorities across the...

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Bear Market Rallies Happen…

Markets can be swung around by fear, greed and FOMO...

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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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