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Focus - Brace for Higher Real Yields

We have just published a new Focus piece on the likelihood and implications of rising real yields. Real yields are currently negative in most major markets and look set to rise up to zero and probably into positive territory in coming years. What are the implications for investors? To read more please subscribe.

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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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