Financial Markets Blogs

Global Economic Growth Facing Headwinds

There is increasing evidence that global growth is stuttering, with recent data from the world's largest economies suggesting that Q2 2014 expansion may have been worse than originally thought....

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Global Equities: DM Surging Against EM

Over the long run, we continue to favour developed market (DM) over emerging market (EM) stocks, as the structural underpinnings in DM turn into tailwinds, while those of EM turn into headwinds. In...

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