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Article
1 min read
Chart Room: A 100-year view of inflation and asset returns
Long run inflation data show equities and bonds both perform better when inflation is falling. But what about today’s world of persistent price rises?
Blog
2 min read
Chart Room: A pain in the bottleneck for supply chains
There are tentative signs that substantial supply chain bottlenecks in the US are starting to ease.
Podcast
48 min listen
June's Rich Pickings podcast: Where next for inflation
"The market will wonder: is The Fed talking more aggressively but actually still way behind the curve?" says CIO Andrew McCaffery in June's Rich Pickings.
Blog
2 min read
Chart Room: Staying afloat amid a rising tide of debt
Central banks have been playing a key role in keeping higher debt loads affordable.
Podcast
46 min listen
June's Rich Pickings podcast: Know your enemy
"The anaesthetist has shown up to give morphine [to the global economy] but the doctor's still not shown up to do surgery," says Portfolio Manager Amit Lodha.
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