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Investment Outlook – July 2024

INTRODUCTION Investor risk appetite should remain strong as central banks ease policy in response to lower inflation. Broadly speaking,...

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Global GDP Themes and Forecasts

The disinflation trend appears intact in the US and in the euro area. While economic growth in these regions could ease, we believe solid...

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Investment Outlook – April 2024

INTRODUCTION We see an extended runway for economic growth now that inflation has been tamed. While central banks may not have reached...

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