Tag: Markets and Economy
Opportunities in an Unloved Market
Finding opportunities in an unloved market The UK market is...
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Introducing the REITs 3.0 Flywheel
Global Property Equities portfolio manager Greg Kuhl discusses the concept...
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The Real Case for Investing in China.
A unique set of circumstances has made Chinese firms highly...
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2022 Fixed Income Outlook: Transitioning Toward the ‘Next Normal’
Inflation expectations remain front and center for investors as price...
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What’s Hot: Red-Hot Inflation Kindles a Flame for Commodities and Gold
US Consumer Price Index (CPI) rose 6.2% in October 2020,...
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2022 Multi-Asset Outlook: Amid a Sea Change, It’s Time to Catch a Wave
China is 2022’s biggest wild card, with the economic impact...
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2022 Equity Outlook: Disruptions Drive Alpha as Spending Ramps Up
We remain constructive on equities despite high valuations due to...
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Tapering, Profit and Equity Prices
Key points As the US Federal Reserve’s tapering announcement...
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We Can’t Afford a COP-Out 26
Adrienn Sarandi, Head of ESG Strategy & Development, outlines the...
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