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Investment comment – July 2024

Amid continued economic resilience, market participants face interest-rate uncertainty and political volatility. What are the investment implications?

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How can we unlock opportunity in a new market regime?

CEO Euan Munro explores how we seek to unlock opportunity for our clients.

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Investment comment – April 2024

With the start of 2024 characterised by a synchronised growth narrative, we assess the investment opportunities and risks.

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Investment comment – January 2024

Financial markets were reignited towards the end of 2023 as hopes for an economic soft landing gathered pace.

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