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Financial Advice
Global Asset Allocation: The view from the UK
Discover the latest global market themes.
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Financial Advice
LGFVs: a growing risk for China’s economy?
Credit events may occur though we think systemic bank risk is remote.
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Financial Advice
How does a strategy stand out from the crowd?
The combination of growth and resilience are attributes highly sought after by investors.
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Financial Advice
Is now the time to invest in Greek banks?
Stronger Greek banks and other financial names in emerging EMEA are exciting long-term opportunities.
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Financial Advice
Opportunity in fixed income gives investors reason to cheer
Rising market volatility, climbing interest rates and inflation, are exposing some exciting areas of opportunity for active fixed income investors.
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Bridging the gap to net zero: Natural resources are key
Natural resource-rich emerging EMEA presents compelling opportunities on the path to net zero.
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Financial Advice
High bond yields means bond are buyable again
Rising bond yields are attracting increasing interest from investors despite wider fears about inflation and the potential for economic recession.
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Financial Advice
Finding opportunity in emerging markets
Despite headwinds, China remains a key driver of global growth and an important source of investment opportunities.
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Financial Advice
Fed seems confident in soft landing, but we see risks
History and labour market trends make PIMCO less certain.
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Financial Advice
Undiscovered growth lies in EMEA
Emerging EMEA is under researched and primed for opportunities when compared to other emerging markets.
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Financial Advice
What 'Spikeflation' means for your clients
During times of market volatility how can advisers prove they are putting clients at the heart of their business?
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Financial Advice
Are giant tech stocks really the new government bonds?
Caution is surely needed
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