Tag: Markets and Economy
Digital Asset Market Note: The Blow-up of 3AC – LTCM without the Nobel Economists
A process of deleveraging is underway in the digital asset...
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Emerging Markets are Down, But Not Out
Global markets are facing a number of headwinds this year,...
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Take Two: US Consumer Confidence Falls, G7 Plans ‘Belt and Road’ Rival
What do you need to know? The effect of sustained...
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Flexible New Workplace: The Office Building of the Future
There have been significant changes over the past few years...
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Baillie Gifford Managed Fund’s Emerging Market Holdings: Five Burning Questions.
Key Points In EM we pay close attention to...
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June Monthly Market Commentary: The Economy to Face Increasing Chill, not a Hurricane
Expectations for Fed and Bank of Canada (BoC) tightening continue...
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June Op-Ed – Stories for the Summer
Key points The so far impressive resilience in economic activity...
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The Next Investment Opportunity Flies Overhead
Perhaps the biggest upcoming transformation in this decade is mobility....
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2022 Mid-Year Investment Outlook: Where do We Go from Here?
Key takeaways The Russia-Ukraine war has exacerbated inflationary pressures while...
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