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Inflation

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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Inflation Damnation

17/05/2021 No Comments
A spike in inflation in April and May had been anticipated, both on the back of economies opening up again and base effects now the ...
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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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Are the traditional investment portfolio allocations still relevant?

13/04/2021 No Comments
‘Real’ assets such as gold, infrastructure and property provide some protection against inflation and, in the case of gold, also some protection against big risk-off ...
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