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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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Focus - Currency Matters May 2024

Central bank rate moves and interventions are key for FX market direction this year. We look at the money market curves, central bank policies, and reassert our view that the USD will give up ground t

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