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Rising petrol prices will eventually feed into higher inflation, which is being reflected in the pricing of government bonds.
The Bank of England (BoE) is in a challenging position as the UK economy battles with still-sticky inflation and questions around the growth outlook. Last week’s data showed headline inflation acce...
At times of upheaval, a set process can be a boon.
Could heightened uncertainty driven by the Middle East conflict lead to strong return potential? Emerging-market (EM) equities have been hit hard since the Iran war began, as investors worry about...
The Eurozone March PMI survey fell during the previous month, indicating businesses are getting worried about the middle east conflict.
China lowers its growth target in 2026, placing a greater emphasis on quality growth. We expect the impact of oil shocks on China’s GDP, inflation and supply chain to remain contained, and see poli...
Geopolitical shocks often fade faster than feared, but the Iran war presents renewed inflation and growth risks as energy markets brace for prolonged disruption.
We continue to find attractive opportunities in global investment‑grade (IG) credit. Spreads are at the tighter end of their range, but the market is supported by attractive starting yields, a cons...
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