Weekly Market Update – A...
Gains in equity markets this year reflect an outlook where economies continue to grow despite tight monetary policy, while the…
17/08/23
Macroeconomics
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Article
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Article
Should investors fret over talk...
China’s economy shows symptoms of a ‘balance sheet recession’, which can destroy wealth and confidence, force economic agents to cut…
15/08/23
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White paper
Asset Allocation Monthly – No...
Different asset markets are offering unusually disparate prospective levels of risk-reward, with bonds looking more attractive than stocks for the…
11/08/23
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Article
Weekly Market Update – Policy...
Second-quarter purchasing managers’ indices (PMIs) suggest that the steep cycle of interest rate rises by leading central banks might be…
03/08/23
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Article
China’s demographic pains – Labour...
To counter the drag of an ageing population on growth, Beijing is planning to gradually raise the legal retirement age.…
02/08/23
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Article
Summer reading – Cooling off...
As you leave for the holidays, here are some suggestions from our experts for you to read, watch, or listen…
01/08/23