China’s demographic pains – Labour...
To counter the drag of an ageing population on growth, Beijing is planning to gradually raise the legal retirement age.…
02/08/23
Macroeconomics
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Article
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Article
Summer reading – Cooling off...
As you leave for the holidays, here are some suggestions from our experts for you to read, watch, or listen…
01/08/23
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Article
Weekly Market Update – G3...
A summer central bank bonanza this week with, in the space of five days, policy decisions from the G3 central…
27/07/23
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Article
Mid-Year Update – Getting the...
Many investors have been puzzled for most of this year by an inverted US yield curve, which along with economist…
26/07/23
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Video
Asset Allocation Video – A...
Signals from fixed income and equity markets on the outlook and an answer to the question of recession or no…
24/07/23
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White paper
Fixed Income Outlook – Shifting...
Market narratives have been shifting rapidly. We have gone from speculation that rate hikes by US Federal Reserve had begun…
21/07/23