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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...
Global Portfolio Manager Chris Willcocks shares key takeaways from his recent trip to Japan and what they mean for the portfolio. Drawing on insights across the Consumer, Industrials, Property and...
Australian industry superannuation leaders are meeting with government officials and industry leaders in France and the UK this week, in their latest search for global investment opportunities to g...
Over a month has passed since the US and Israel launched missile strikes on Iran, followed shortly after by Iranian retaliatory strikes and the closure of the all-important oil export waterway, the...
Key Takeaways Conceptually, BDCs and interval funds are structurally sound, but outcomes depend heavily on manager quality Rising redemptions currently appear to reflect uncertainty driven by limi...
Please join Ralf Preusser in discussion with Mark Capleton and Meghan Swiber to discuss opportunities in inflation markets. Commodity price swings have been very pronounced since the start of hosti...
The second episode in our three-part series, turns the spotlight to Asia, a region at the centre of global growth and evolving credit opportunities. Joined again by Warren Hyland, we explore how s...
Improved Iran-related news and softer oil prices reinforce our view that inflation risks remain contained, while Japan’s data keep an April rate hike firmly on the table.
AI-driven productivity gains can support corporate profits, even as labor markets soften, reshaping how investors assess growth and risk.
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