2019
The Importance of China
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Earnings growth in 2019?
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Recession in 2019?
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Outlook for 2019
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2018
Review of 2018
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Outlook. What’s in store for investors in 2019?
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Economic Growth
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American – Arabian tensions
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The risk/reward trade-off – understanding emerging market debt
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Market View for October 2018
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Focus on Trade Wars
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Focus on Currency
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Is Italy a threat to investments?
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Lending, Lehman and Lessons Learned
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Market View for September 2018
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Absolute Return Strategies
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Japan: On Target
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Market View for August 2018
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Commodities - Demand for Commodities
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Commodities - What potential could commodity prices offer?
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What Causes Recessions
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End of Economic Stimulus?
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Market View for July 2018
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Agequake
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China
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Mega-trends - Ageing Population and Automation
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Mega-trends - Global Migration and Inclusive Growth
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Brexit Developments
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Short-term noise v long-term implications
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Irish land border
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A healthy correction?
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Market View for March 2018
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2017
Are interest rates too low?
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The first 100 days of a 1000 day job
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Investors face risks from currencies
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Investing in Asia
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Market View for November 2017
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Market View for October 2017
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Market View for September 2017
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Populism
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Can politics shake the economy out of its torpor?
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China and emerging markets
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2016
Property prospects
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The importance of China to UK investors
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Central Bank Innovation
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Emerging Markets (EM) bonds?
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US Election result
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India, Replacing Rajan
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China rebound: built to last?
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Diversification in correlation street
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Not going for gold
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Emerging market bonds- cause for concern?
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