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Why We Like Brazil

Inflation under control, positive economic growth, valuations at half their long-term

  • James Syme
  • Paul Wimborne
11 Nov 2022

Why We Like Brazil

Inflation under control, positive economic growth, valuations at half their long-term

03 Nov 2022

China’s Political Disorder

Given four good reasons to be cautious on China, and only one positive, the walk back to a turn in the equity market may be long one

02 Nov 2022

The View From Asia

Until recently, the consensus was that China would decouple economically from the developed world. Now we know the separation is not economic but ideological...

01 Nov 2022

UK Equity Income Bulletin

As the UK recovers from the controversial Mini Budget, operational performance remains strong, with more forecasts being exceeded than missed 

26 Oct 2022

Equity markets are changing – but into what?

A look at the drivers and opportunities in global equities

16 Oct 2022

The Growth Plan

A growth plan ... but one based on established businesses with balance sheets to withstand a storm

16 Oct 2022

Under the Bonnet

Markets are overwhelmed with macro, especially the return of 'real' interest rates, while ignoring company fundamentals

08 Oct 2022

Expect the Unexpected

In 2022, the impact of the strong dollar has been very different to what history suggests

02 Oct 2022

UK Equity Income Bulletin

Despite pressure on UK confidence, there remain many excellent companies trading at historically high yields.

23 Sep 2022

FLASH UPDATE - What does the Mini-Budget mean for UK equities?

Highlights for consumers, businesses and UK equities

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