14 March 2023 • By Chris Iggo • 1 min read
Central banks will have tightened a lot by the time they’re done. But people have been surprised at the resiliency of the economic data in the face ...
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Many asset owners allocate to high yield bonds because of their attractive characteristics, such as their low correlation with stocks, high income gen...
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Little Barry is five years old, lives in Australia and has just started school. It is February and although at the tail end of summer, it’s still h...
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The “green superpower” has benefited from a surge in demand from ESG investors, despite continued concerns over the country’s social and governa...
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The RBA governor’s explanation for printing money in 2020 suggests the scientists who predicted that COVID-19 would kill us all have plenty to answe...
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High inflation has not triggered a wage-price spiral in the advanced economies. Monetary tightening has contained inflation expectations and a continu...
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The unprecedented pace of monetary tightening by global central banks is slowing the momentum of the real economy, most visibly in the sectors most se...
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We have spent a considerable amount of time over the past year explaining the difference between ESG analysis and sustainable investing, believing str...
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Fashion is one of the biggest industries in the world, generating around $2.5 trillion in annual sales but at the same time, it is thought to be respo...
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In a year that has been unusually bad for both bonds and equities as official interest rates and inflation have surged, interest from our clients in p...
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