Market insights

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Market insights

Macroeconomics

Weekly house view | Thanksgiving ultimatum

Weekly house view | Nvidia to the rescue?

Weekly house view | Markets jumpy on confusing data

Global trade capital flows and the US dollar

Barometer: Rally appears set to continue into year end

Weekly house view | Waiting for the Supreme Court

Barometer: Moving overweight equities as economy remains resilient

Barometer: Emerging markets more attractive than expensive US

Barometer: Balancing the risks

Embracing endowment-style investing

Barometer: Equities enter slightly calmer waters

Secular Outlook 2025: Five-year return forecasts for equities, bonds, currencies and alternatives

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Markets

Market insights

Macroeconomics

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