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From Doves to Hawks: Central Banks adopt a hawkish stance amid Global Turmoil
Central banks paused rate cuts as geopolitical tensions and rising energy prices reignite inflation concerns. Markets are adjusting to a higher-for-longer environment, with implications across bonds, equities, currencies and commodities.
Tanooj Gopeechand
2 days ago3 min read
A Positive Month Masking Deepening Market Dispersion. Monthly Market Outlook – February Review
February’s markets appeared strong on the surface, yet beneath the headline returns a growing divergence between regions, sectors and investment styles is reshaping the investment landscape.
Girish Appadu
Mar 103 min read
Are We Mistaking Concentration for Strength?
US equities continue to hit new highs, but beneath the surface, returns are increasingly driven by a small group of mega cap stocks. This growing concentration may weaken diversification and increase portfolio fragility over time.
Girish Appadu
Jan 162 min read
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