Long-Term Asset Allocation – The...
We expect the economy to ‘normalise’ over the coming years and revert to a situation of under-consumption and under-investment, pushing…
12/03/24
Equity
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White paper
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Podcast
Talking Heads – Is it...
Markets are abuzz with the promise of artificial intelligence, but there also are concerns that the sprawl of related technology…
05/03/24
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Article
Graph of the week –...
In February, a sharp rise in quarterly revenues reported by leading US manufacturers of semiconductor chips have further boosted the…
28/02/24
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Podcast
Talking Heads – Looking to...
Robust domestic demand and a now sound and simplified monetary policy strengthen the investment case for Turkish assets in 2024.…
26/02/24
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Article
Dare to diversify
‘Don’t put all your eggs in one basket’, or at least not too many eggs, is a widely known maxim.…
21/02/24
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Article
Graph of the Week –...
Japanese stocks have remained on the front foot despite the economy contracting now for two quarters in a row, making…
19/02/24