Fed likely set for a 75bp hike and more balance sheet reduction
It’s hard not to fixate on comments from the Fed’s Bullard suggesting that a 75bp rate hike would not be… »
Global Markets Daily: Growing Risks But Too Early For Recession Obsession
With elevated inflation, slowing growth from the Covid rebound and a historically tight labour market, stagflation concerns remain high among… »
Europe Persistence Scorecard
INTRODUCTION The Europe Persistence Scorecard aims to differentiate skill from luck by examining the ability of active European equity funds… »
What drove US equity returns in the last decade?
The MSCI US equity index delivered a total return of more than 250 percent in the 2010s. A cocktail of… »
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