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Author: Moz Afzal

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Early 2019 has seen signs of a softening of global growth. Coupled with… Read more
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14 Jan 2019  |  

Global infrastructure needs

Global financialmarkets were concerned about several issues in late 2018: from… Read more
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From the Desk of the CIO;  We noted a few weeks ago when this recent bout of… Read more
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09 Oct 2018  |  

Trump, tariffs and trade

Our Quarterly Market Reviewtakes a look at two inter-related issues which will… Read more
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In the US,continued growth, higher inflation and a loose fiscal policy provide… Read more
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05 Apr 2018  |  

Juggling act

Around theworld, governments are performing a juggling act: trying to meet the… Read more
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a diversified, best ideas approach to multi-asset investing… Read more
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13 Dec 2017  |  

2018 Outlook

Our easy to navigate microsite explores the 10 key themes… Read more
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The globaleconomic backdrop of stable real growth and moderate inflation remains… Read more

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03 May 2018  |  

Can Modi transform India?

At the World Economic Forum in January 2018, India's PM Narendra Modi outlined… Read more
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18 Jul 2018  |  

Oil, gold, and the strong dollar

A strong dollar is historically associated with a general weakness right across… Read more
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30 Nov 2018  |  

The Swedish economy

At first glance, it would appear that all is well with the its economy but, as… Read more