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Economics for Investment - 2021 Outlook

Our quarterly publication, looking at economic trends and long-term asset allocation themes. We assess the outlook using our SOLVER framework. Our regular Focus looks at the impact of Covid on productivity trends, such as working from home. Plus 10 pages of regional analysis covering the US, UK, Euro zone, China and Japan.

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Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at defence companies again. The iShares ITA ETF has made new highs, while in the

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