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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 April 2024

The USD is surging again as strong economic activity and hot inflation readings in the US shift rates higher. We look at the money market curves, central bank policies, and ponder whether the USD gain

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