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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...
Markets navigated a complex backdrop, as a fragile Middle East ceasefire and ongoing Strait of Hormuz disruption kept energy prices elevated and investors cautious. With inflation risks resurfacing...
[External Link] Kei Fujimoto, Senior Economist at Sumitomo Mitsui Trust Asset Management, shared his views on the outlook for the Japanese yen amid Middle East geopolitical tensions. He discussed t...
Here's the latest weekly update from our investment team.
The S&P 500 hit an all-time high this week, with the longest-ever advance in semiconductors.
With Iran and the US competing to block the Strait of Hormuz, oil, gas and fertiliser trade disruptions are impacting markets.
US multifamily real estate looks more attractive as supply peaks, homeownership stays costly and pricing resets support long-term opportunity.
A turbulent week in markets as oil surged back above $100, inflation fears reignited, and markets whipsawed between escalation risk and uneasy calm.
Three themes — spanning the short, medium and long terms — are likely to underpin the...
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