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2 min read
Chart Room: overpriced, oversubscribed, but not over yet
Developing world governments borrowed as much in January and February of 2024 as they did in the same period of any of the last 20 years.
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1 min read
Chart Room: Emerging market currencies left behind as commodity prices soar
The close relationship between commodity prices and emerging market currency returns has broken down this year.
Article
8 min read
Lifting the lid on fixed income asset allocation models
This article explain's the quantitative model we use to guide our asset allocation decisions in fixed income
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