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15 February 2023 • By James Mitchell • 1 min read
The RBA governor’s explanation for printing money in 2020 suggests the scientists who predicted that COVID-19 would kill us all have plenty to answe...
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High inflation has not triggered a wage-price spiral in the advanced economies. Monetary tightening has contained inflation expectations and a continu...
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The unprecedented pace of monetary tightening by global central banks is slowing the momentum of the real economy, most visibly in the sectors most se...
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We have spent a considerable amount of time over the past year explaining the difference between ESG analysis and sustainable investing, believing str...
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Fashion is one of the biggest industries in the world, generating around $2.5 trillion in annual sales but at the same time, it is thought to be respo...
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In a year that has been unusually bad for both bonds and equities as official interest rates and inflation have surged, interest from our clients in p...
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Would an asset manager dare to turn down a sustainability badge? That’s the dilemma that many investors face as the growth in labels and initiatives...
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The relentless tightening of monetary policy in the wake of runaway inflation marked 2022 as one of the most challenging years for financial markets. ...
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2022 was the Year of the Tiger and as it turned out, global markets took a large bite out of many investors’ portfolios. However, 2023 marks the Yea...
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A retail revolution is underway with four circular trends that will change the landscape, globally and locally, forever. Retail rental set to exp...
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