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The Sovereign Debt Index is a long-term study into trends in government indebtedness around the world, the investment opportunities this provides and the risks it presents.
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“Stagflation” concerns are likely to persist into 2022, while investors should keep a close eye on Chinese monetary trends and G7 bank lending, argues Simon Ward, Economic Adviser.
Better September PMI results are unlikely to mark a reacceleration point for global growth, argues Simon Ward, Economic Adviser.
The initial market response to the Fed’s tapering signal recalls 2013-14 but the global economic backdrop is weaker now than then, argues Simon Ward, Economic Adviser.
In our view, the shifting nature of the COVID economic recovery has brought into focus the potential value of owning diversifying equity assets.
Businesses often fall short of the requirements that make a gender-neutral product genuinely inclusive for women. So, how can companies incorporate truly inclusive design?
Natural resources play a key role in combatting climate change, with exciting opportunities for investors.
The Evergrande crisis could add to cyclical headwinds but a global industrial / earnings slowdown was already under way, argues Simon Ward, Economic Adviser.
While near-term risks exist, the trajectory of emerging markets remains on stable footing
The Bank of England bears significant responsibility for the current inflation upsurge but a sharp policy reversal could compound the error, argues Simon Ward, Economic Adviser.
Monetary trends have yet to signal an end to the current economic slowdown phase, argues Simon Ward, Economic Adviser.
Inflation is front of mind for investors. In this paper, portfolio managers Helen Anthony and Andrew Mulliner consider whether it is permanent or transitory.
US corporate profits have been inflated by stock appreciation, reduced overreporting of depreciation and government subsidies. The consensus forecast for S&P 500 earnings may understate the coming drag as these temporary influences fade.