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Investment Management
Our response to a changing world
It's still possible to find companies with improving returns.
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Investment Management
Copper's weakness hides the demand to come
Considering the long-term prospects of copper, it could be a good time to enter the market.
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Investment Management
Multi-asset allocation views - A silver lining for gilts?
Over the last 12 months, in what has been a challenging period for fixed income, the UK has faced particular difficulties, highlighting the importance of a globally diversified portfolio.
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Investment Management
What's driving the rise in bond yields?
Rising term premia has driven the increase in global bond yields.
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Investment Management
Q&A: a 50% probability of recession?
PIMCO sees meaningful value in high quality.
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Investment Management
Liquid alternatives have come back to earth, so what's next?
Funds that can exploit both rising and falling markets tend to stand out during the latter scenario.
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Investment Management
Top three emerging market themes
Carry, duration and spreads are all key emerging market themes.
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Investment Management
Looking further afield for impact: three case studies
Deep, fundamental analysis can really pay off.
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Investment Management
Is now an attractive entry point for Chinese assets?
The answer depends on your time horizon.
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Investment Management
US to outpace peers again as global economy set to outperform
Economists predict strong income growth amid cooling inflation and a robust job market.
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Investment Management
What could an escalation in the Middle East mean for central banks?
Any escalation in the Middle East could push oil prices higher, drag on global growth and resist central bank attempts to control inflation.
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Investment Management
Why the “high for longer” narrative is flawed
Central banks will likely ease sooner than expected.
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