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'Bumpy' is the new 'transitory'
'Bumpy' is the new 'transitory'
Markets are unusual right now and investors need to be better prepared particularly in private debt markets....
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Professional Investors
Caution on India stocks in election year
Caution on India stocks in election year
As 900 million Indian citizens head to the polls, what should investors expect from the region's general...
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US economy continues to surprise on the upside
US economy continues to surprise on the upside
The US economy’s strength in recent months is broad-based, with strong growth in all subcategories of...
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Is inflation 'stickier' than previously thought?
Is inflation 'stickier' than previously thought?
The threat of more persistent inflation challenges the previous narrative of lower inflation leading...
Professional Investors
Are Low Inflation Expectations Overly Optimistic?
Are Low Inflation Expectations Overly Optimistic?
As the downward trend in inflation continue, inflation could reaccelerate after nearing Fed target.
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The US economy has defied recession. What now?
The US economy has defied recession. What now?
A “soft landing” is undoubtedly positive, but there are reasons to be cautious.
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What does higher for longer mean for private equity?
What does higher for longer mean for private equity?
Private equity holds strong despite "3D Reset" causing inflation and interest rate hikes.
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Professional Investors
Key risks in a divergent equity market
Key risks in a divergent equity market
The stock market outlook appears optimistic, fuelled by an ongoing economic recovery, technological advancements,...
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Three ways to assess the current market
Three ways to assess the current market
Disruption could extend the current bull market, with high-bandwidth memory a hot area for AI growth....
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Are metals necessary for the energy transition?
Are metals necessary for the energy transition?
Transition metals are becoming increasingly important in portfolios because they will play a vital role...
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Professional Investors
Multi-asset investing poses unique challenges
Multi-asset investing poses unique challenges
From basic asset allocation strategies, market timing, diversification and more, we explore cross-Border...
Professional Investors
Hunt unveils tax cuts in pre-election Budget
Hunt unveils tax cuts in pre-election Budget
‘Budget for Long Term Growth’ delivers lower taxes, better public services and more investment.
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