Investment Research & Insights

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03 Aug 2018  |  

Brexit paradox

With many Brexit questions still unanswered and as the clock ticks… 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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Emerging market equities have historically reflected the fortunes of both global… 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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Despite the business cycle upturn, global inflation appears to becuriously… Read more
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Italy’s new populist government is finally in place, but what are the… Read more
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As Italy faces a fast-moving political crisis, GianLuigi Mandruzzato examines… Read more
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In this edition of Infocus, Stefan Gerlach argues that sometimes it is necessary… 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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When monetary policy is normalised in the US, where might long yields settle? As… 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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Thewords ‘trade war’ make dramatic headlines in the media, but will the… Read more
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