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Monthly Cross Asset 8.04.2021 Cross Asset Investment Strategy - April 2021
129

Find the latest edition of our Research team's monthly publication

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Global Investment Views 8.04.2021 Global Investment Views - April 2021
154

Bubbles, tantrums and the revenge of value

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Monthly Cross Asset 8.04.2021 Macroeconomic Picture - April 2021
121

Macroeconomic picture by area and Macro and Market forecast.

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Monthly Cross Asset 8.04.2021 You asked, we answered
110

Our Global Views team attempts to answer some of the questions often asked by our clients.

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Monthly Cross Asset 8.04.2021 Market Scenarios and Risks - April 2021
111

Significant progress in managing the pandemic, massive fiscal impulse in the US, and boosters in the RoW amidst accommodative monetary policies.

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Why investors should look at Indian assets
Insights Paper 6.04.2021 Why investors should look at Indian assets
125

Domestic demand, ‘Make in India’, and possible inclusion in fixed income indices

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Insights Paper 6.04.2021 Allocating to real and alternative assets: a framework for institution...
110

Institutional investors have significantly increased their allocation to real and alternative assets, such as private equity, real estate, infrastructure and pr...

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Insights Paper 2.04.2021 Dollar: short-term bull, medium-term dull?
79

As the global economy recovers from its worst economic slump since the 1930s, any investment decision will hinge critically on the evolution of the dollar.

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Insights Paper 31.03.2021 How hot is the inflation pot? Strategies to protect portfolios from in...
129

As the global economy emerges from its worst slump since the 1930s, we envisage plenty of inflation fertilisers at stake, especially in the United States. Infla...

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