Articles
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The end of easy money
The world’s central bankers are starting to see sense. Minutes from the March meeting of America’s Federal Reserve show that policymakers plan to shrink the Fed’s $9trn balance sheet faster than anticipated in response to soaring inflation.
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Globalisation in retreat
A growing number of big investors, including BlackRock and Allianz Global Investors, have gone public with predictions that the war in Ukraine will prove an inflection point in the global economy.
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A Blow for ‘net zero’
Switching the world economy from fossil fuels to green alternatives was always going to be a challenged. It just got a lot harder.
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China’s economic miracle : drawing to an end
There is no painless way for Beijing to deflate the debt bubble.
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UK house prices in 2022
2021 was a boom year for lots of things, and one of those things was the UK housing market.
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Markets respond to Ukraine’s invasion
The tragic human cost of the invasion of Ukraine by Russian forces has lead to widespread international condemnation.
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A year to forget in emerging markets
Last year was one to forget for investors in most emerging markets (EMs).
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China’s worrying attitude to international relations
There are three key risks for investors in Xi’s China.
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China’s key risks for investors
There are three key risks for investors in Xi’s China. The first major risk is that the country is running out of time for reform.
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Xi’s China is a risk to investors
Investors should be cautious about Xi’s new era. The Chinese President’s vision for the future is very different to the past.
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Global Property Bubble
Inflation-adjusted house prices grew by 6% in the year to mid-2021 across the 25 global cities analysed by the latest UBS Global Real Estate Bubble index.
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Buy British
Britain’s third-quarter GDP figures disappointed.
