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Key points:More than 60 countries, representing almost half of the world’s population, go to the polls in 2024.The US Presidential election is likely to be th...

Key pointsA better managed US-China rivalry comes as a relief – but not enough to spur strong optimismThe US elections as a key conversation topic Lagard...

Deconstructing 10-year UST drivers and the direction they could take in 2024We analysed the sharp rise and subsequent fall in 10-year US Treasury yields, lookin...

Key points Geopolitical risks re-emerge to potentially derail the dampening of global inflationary forcesThe US December inflation print was not all good n...

Key points:Automation demand is backed by supportive legislation in the US and globallyAI adoption should help to further boost the sector’s growthInnovation...

Despite continued volatility in the US Treasury market, the high yield market has benefitted from a healthy fundamental backdrop and resilient US economy. Read...

After recording two consecutive negative return years for the first time, a positive year in 2023 for US corporate bonds sets the stage for a more favourable en...

Markets don’t budge on their aggressive pricing of the policy trajectory for the Fed and the ECB despite the absence of “lights flashing red” which would...

Key pointsTechnology continues to drive a diverse set of long-term growth opportunitiesActive management expertise can help identify key trends at the right tim...