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INSIGHTS
Russian Invasion - Investment Market Commentary
Russia’s invasion of Ukraine has been rapid and dramatic, but the likely economic consequences will be slower to materialise and by...
Russia attack Ukraine - Effect Equity Markets
Equities were sharply lower across the globe following Russia's attack on Ukraine. Risk assets sold off by around 3% and most share...
AGENDA 2022 - OUR VIEWS & BRIEF
Growth will slow in 2022 but settle at an above-trend rate for the second consecutive year. We expect the US to outperform Europe and...
LOWER FOR LONGER - STILL.....
The lower for longer theme faced its greatest challenge yet last year. The tussle between labour and capital for the spoils of growth was...
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