We don’t believe in investing on the basis of macro, but nor do we ignore it

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Gender discrimination is not only terribly wrong, but also plain stupid

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As we see increasingly these days bonds are not the antidote to a sell off in equities, they can be cause

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The European Renaissance began after the Crisis of the Last Middle Age, a series of catastrophes that rocked Europe, including the Great Famine and infamous pandemic – the Black Death

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The Japanese equity market is well placed to benefit as economies reopen from pandemic related restrictions

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Supportive monetary
and fiscal stimulus, ultra-
low interest rates and global markets at record level have helped the US IPO market produce its busiest quarter in
over two decades

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“When researching a fund, it is often useful to view the fund manager as a CEO”

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“For all the
column inches
dedicated to central
bank meetings this
month, one potentially
seismic change to
monetary policy has
slipped under the
radar”

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