4 April 2022 - Interest rates debates are back
Equity markets consolidated close to their recent highs, with Europe out-performing the US and China extending its recovery. It was a...
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Mar 29, 2022
28 March 2022 - Lessons from the 1970s
US equity markets moved higher against a backdrop of rising bond yields, as the local markets managed to recapture some significant...
Mar 21, 2022
21 March 2022 - China's Covid, a war and Central Banks raising rates: still a rally
Global equities continued their ascent and are now mostly trading above the levels of the day the war started. It is remarkable that this...
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