Will a rate cut reignite Europe’s markets?
The benefits from a rate cut may be marginal given the region’s increasingly fragile political situation
central bank policy
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Should we still be worried about inflation?
Monetary policy will ‘likely need to be restrictive for quite some time yet’
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J Stern’s Rossbach: Why growth investors shouldn’t fear higher interest rates
The manager of the top-quartile World Stars Global Equity strategy discusses the current ‘goldilocks environment’ for quality growth stocks
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What do ‘higher for longer’ interest rates mean for UK smaller companies?
Martin Currie’s Richard Bullas and Dan Green explain why UK small and mid caps could ‘come back like a coiled spring’
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Ravenscroft’s Tannahill: Why we are getting excited about bond funds
Ravenscroft’s Bob Tannahill discusses the current disconnect in the market
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Soft landing or soft economy – what do rising bond yields signal?
Are bonds a good or bad investment in the current environment?
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Is there too much pain baked into Brazilian equities?
New Capital’s Fergus Argyle discusses the ‘three pillars’ that could bolster Brazilian stocks
