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By: Björn Jesch
Our monthly market analysis and positioning
By: Martin Moryson
Inequality – An Investors’ Perspective.
Even if this year's extreme developments do not recur in 2023, there will be no lack of challenges. But investors at least have more possibilities as bonds revive.
All forecasts at a glance
By: Francesco Curto, Jason Chen
The importance of interest rates and inflation on equity fair value
By: Michael Lewis
Exploring the climate-biodiversity-land-water-oceans-just transition nexus
By: Dr. Sebastian Kring, Jan Keesen
One of the key challenges that investors face is determining financial strategies that are optimal for multi-period investment objectives.
The predictive power of commodity analysts and forward curves
Expectations are high for the Party Congress. Companies and investors hope to get hints on potential Covid policy changes and support for the ailing real estate sector.
The bond sell-off and aggressive monetary policy allow for a new look at the segment
Implications on the global macroeconomy and financial markets.
