Market Outlook
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2024 Outlook
Preparing for a lower rate environment
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Mid Year Review 2024
2024 - a year of geopolitical change
Investment Commentary
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Feb 2024 Commentary
Risk-on despite lingering inflation
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Mar 2024 Commentary
The tough battle againt inflation
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Apr 2024 Commentary
Path to winning inflation fight is far from clear
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May 2024 Commentary
China unleashes its “517” property stimulus bazooka
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Jun 2024 Commentary
Look out for election driven volatility ahead
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Jul 2024 Commentary
US election sees Blue wave; more volatility in global equities
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August 2024 Commentary
The time for rate cuts has come
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September 2024 Commentary
Fed cuts 50bps, Chinese equities rally upon stimulus package
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October 2024 Commentary
U.S. Growth Fuels Yield Spike, China Eyes Fiscal Boost
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Nov 2024 Commentary
Trump Victory Rallies the U.S, China Stimulus Disappoints