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The team explores energy transition opportunities and AI growth.
Unresolved risk meets low volatility.
But the bond market is overreacting to the decision to hold rates steady.
How the Fed's new tightening bias plays out in the short end of the yield curve.
Is money spent on AI yielding tangible returns?
The UK is emerging as a hub for innovative sectors such as technology and renewables.
A quarter dominated by concentration, momentum and regional dispersion.
Lessons from managing vulnerabilities in nature
The renewed outbreak of hostilities in the Middle East this week has revived concerns about a fresh burst of global inflation.
A hawkish Fed and buoyant economy outweighed falling oil prices.
Trade finance is old, essential and still under-allocated.
The Global Equities team revisits the MultiFRAME risk model in today’s complex market.
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