October 19, 2021

Inflation returns to forefront of investors’ concerns

There was no lack of market events during September to cool off investors’ enthusiasm for being long risk

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October 19, 2021

Central bank rhetoric is turning marginally hawkish

Financial markets witnessed bouts of volatility and mostly negative performance over the month of September as central bank rhetoric turned marginally hawkish on the back of higher inflation data

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October 19, 2021

Mild correction on global stock markets in September

We finally observed a mild correction on the global stock markets in September, after seven positive months in a row

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October 19, 2021

More inflation but growth staying alive

In September, the investing environment was poor, with "stagflation" the word on everyone’s lips around the financial markets

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October 8, 2021

China Common Prosperity: New Meaning to an Old Idea

As a familiar idea in China for decades, Common Prosperity' is rapidly gaining in prominence

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October 5, 2021

Everything the latest IPCC report will never say

Many have already written about what the latest report of Group 1 of the IPCC – the Intergovernmental Panel on Climate Change – tells us yet again and which is already well-known about the state of the climate and its likely trajectory. But there is also a lot that this report does not say.

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September 30, 2021

German elections – Limited short-term impact on European markets

Future German government to work on centrist program. Angela Merkel to lead a caretaker government until year-end

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September 24, 2021

Values driven investors put ESG at the heart of thematic investment

Research has shown that value-driven consumers represent over half the population. This is revolutionising the markets, and has been one of the key drivers that crowned ESG the future of investing.

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September 15, 2021

Strong picture for the G4 countries

The month of August was marked by the highly awaited Jackson Hole symposium, at which Jerome Powell alluded to the beginning of tapering while still maintaining an overall accommodative stance.

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