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Real Return outlook
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Real Return: our 2024 outlook

We assess the investment opportunities.

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Investment thoughts from our Real Return team – October 2023

Do recent moves in government bond markets signal mounting headwinds for the global economy?

Investment thoughts from our Real Return team
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Investment thoughts from our Real Return team – July 2023

As many forecast an economic ‘soft landing’, we consider why there may be cause for caution.

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Investment thoughts from our Real Return team – April 2023

What was behind the recent banking turmoil and what are the implications for the market outlook?