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Equities

Inflation Probation

14/06/2021 No Comments

Our portfolios are positioned for a rise, albeit not a surge, in inflation. Our fixed income exposure is on the low side and the bond holdings are of quite short maturity, limiting our vulnerability to a further rise in yields.

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Time to value (by Kingswood)

19/04/2021 No Comments
Chinese GDP in the first quarter was up as much as 18.4% on a year earlier. But the gain compared to the previous quarter was ...
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How big is the inflation threat? by Kingswood

29/03/2021 No Comments
Inflation is set to pick up substantially over coming months as the rebound in oil prices from their collapse last year kicks in. However, the ...
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Stock Markets in China look Bearish, should you worry?

25/03/2021 No Comments
Just over a year ago, Trump was talking about reaching some kind of understanding with China when we covered a story about his time at ...
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