LATEST ARTICLES
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13/01/2022 · 3 min readWeekly investment update – It’s getting real
Many market observers have been predicting a sharp rise in US real yields for at least a year (ourselves included)....
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11/01/2022 · 6 min readInvestment Symposium Series – A regime change for US inflation
Disrupted supply chains, lower participation rates in the labour market, supply and demand thrown out of kilter. These are among...
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07/01/2022 · 5 min readAsset allocation – A fat (real) tail in 2022
2021 was an awkward ’steady state’ year for financial markets: bonds delivered the worst returns in a quarter of a...
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07/01/2022 · 4 min readTime for a full (medical) check-up
Equities held their ground in December despite being faced with two factors that could have led to sharp falls: The...
