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Multi-strategy – the ultimate diversifier?
Mapping cities
Private Assets, the ultimate form of active management: Myth or Reality?
Are real estate trends accelerated by the pandemic here to stay?
The private road to tech
Alistair Elliott on the growing power of private capital
The opportunity to do well by doing good in real estate
Investing in infrastructure
Currencies
US dollar entering extreme territory
Yen’s risk-reward profile becoming more attractive
The euro faces growing downside risks
The search for income in FX markets
Moderate Swiss franc depreciation is on the cards
Limited upside potential for the USD against the euro
César Pérez Ruiz in Hong Kong Economic Times
Equities
The Swiss equity market: not to be ignored
Are luxury brands timeless?
Better ways to feed the world
China: a time for active management
Our 2022 scenario for EM equities
Japan: a diversifier for equity portfolios
A lot of good news is already priced into Brazilian equities
Where next for equities after a sparkling first half?
Fixed income
German and Swiss sovereign bonds update
Italy government bond update
Treasury yields seen as heading down by year’s end
Aggressive pricing hurts convertible bond market
More pressure on the renminbi, less on bonds
Close to a peak?
Bond investors need to understand the volatility cycle
Looking for ‘safe’ carry
Macroeconomics
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French government collapses, what’s next?
Conflicts, elections, corrections: navigating the noise in financial markets
Weekly house view | Pentagon Leaks
Test related articles
Rougher seas ahead
César Pérez Ruiz shares his top 3 investment themes of the month
Weekly View, 08 August 2022
Navigating Asia
Anchoring your philanthropic efforts in Asia
From tradition to modernity―Eight ways that Asian philanthropy is evolving
‘A force to be reckoned with’: What the next decade has in store for Asian economies
Peggy Choi on building a business that ‘powers the new knowledge economy’
How a simple campaign grew into a plant-based powerhouse
The rise of Asia’s next generation
Asia’s family offices multiply
Third generation family fortunes
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