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Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.

Analysis & Studies

​The biggest surprise last year was not only the persistent mis-forecasting of bond yields but also the persistent mis-forecasting of inflation. John Pattullo, Co-Head of Strategic Fixed Income, looks at the underlying causes of why a lot of traditional economic models, assumptions and relationships do not seem to hold in this rather dystopian world in which we live.

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