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INSIGHTS THAT MATTER

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UK election – Finally Some Certainty

Published Dec 13, 2019

• The Conservative Party on track for a significant majority. • The Labour party’s prevarication on Brexit and somewhat extreme socialist policies fail to impress • Sterling rebounds smartly and may be on track to $1.40 • UK equities, particularly those focused on domestic growth have room for upside after perennial underperformance • Next up…

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Quarterly Asset Allocation Pairs Update

Published Dec 9, 2019

Our quarterly asset pairs methodology is a key input into the formation of our investment strategy forecast and provides insights into relative attractiveness between asset pairs, and preferences within asset classes. Equities Vs. Bonds Valuations Remain Expensive While Relative Valuation Remains at Neutral Equity markets have delivered strong returns over the past few months. As…

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RBI Surprises the Street With Status Quo

Published Dec 5, 2019

Contrary to street expectations, the Reserve Bank of India today decided to maintain the policy repo rate to 5.15% with a unanimous vote in favour of keeping rates unchanged. The MPC also kept the monetary policy stance unchanged at “accommodative”, with an objective of achieving a medium-term target for CPI of 4% within a band…

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Drifting to the Left

Published Dec 2, 2019

• November sees muted returns from most asset classes • Watch for more left-wing drift of global politics – Germany the latest example • The US ‘gives thanks’ with good levels of retail spending • Japanese consumers don’t spend but the government will – positive for equities • Asian economy shows improvement and international investors…

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