Trium’s Hayes: Why investors should fear ‘the Grim Repo’
The Repo account, held at the Fed, is perhaps the greatest harbinger of doom for the global economy
Macroeconomics
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Berenberg’s Born: The three investment megatrends ensuring ‘sleepy Europe’ won’t be left behind
‘Sleepy old Europe’ will not be left behind
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Payden & Rygel’s Jenkins: ‘Significant economic slowdown’ to hit ‘sooner or later’
Global interest rate rises of this magnitude have never been seen before, according to the Payden & Rygel managing director
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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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‘If these companies were European… you would love them’: Guinness’s Harriss and Malik on China’s macro discount
Guinness Greater China managers addressed concerns over the China property sector at an investor conference in London
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To cut or not to cut: Are markets in for a ‘pleasant surprise’ from central banks?
Have inflationary pressures eased sufficiently for central banks to start cutting interest rates?
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Brooks Macdonald’s Cady: Inflation slowdown and AI boosts case for US equities
The Fed’s data-dependent approach to central bank policy, and AI, has led Brooks Macdonald to up its exposure to US growth stocks
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Are we finally at the end of the post-Lehman Brothers era?
Exactly 15 years after the bank’s collapse, markets are expecting a new regime altogether
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Frontier markets risk being left behind without green reforms
After the recent market rally, Ninety One’s Thys Louw reflects on the importance of reforms in frontier markets
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Chikara’s Mehra and Draycott: India’s housing market returns to solid foundations
Why we are less than halfway through a decadal upturn for Indian residential property
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Will China’s weakness derail global growth?
Bad news for China doesn’t have to be bad news for Asia overall
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Postcard from Japan: Stepping away from Tokyo to capture entrepreneurial spirit
Japan could be emerging from its post-bubble torpor, according to Zennor AM’s David Mitchinson
