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The reaction by the Japanese market to the Iran conflict reflects uncertainty rather than immediate damage. Oil prices alone are unlikely to cause stagflation in Japan; rather, supply disruption is...
Replay: experts analyse scenarios after US–Israel strikes on Iran, energy and inflation impacts, regional and cross‑asset implications.
Governance-driven reform and a stronger macro backdrop are lifting ROE and can result in a sustained rerating of Japanese equities.
Shriti Jadav and Simon Eagle discuss the new Guided Retirement requirements, what DC Trustees will need to do to meet them and what options are available.
NPPR allows individual EU member states to permit US and other non-EU funds to market in their territory.
ClearBridge Investments: The AI revolution's biggest winners may not be the mega-cap developers everyone's watching. Smaller-cap specialists building the physical infrastructure behind AI could off...
Global equity markets declined on the week; growth and US stocks outperformed
Investors seeking to capture the benefits of diversification may be well served by an allocation to international large cap value given its sector composition and the low correlation of the asset c...
This post extends the framework of our Inflation Fighting Credibility Index as we analyze nine EM central banks that operate under inflation-targeting regimes.
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