Japanese equities should form an important part of any truly global
portfolio today

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Debt is a great way to ruin a good
investment

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The pace of the rise in bonds yields has caught investors by surprise.

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We need to operate closer to the frontiers of where technology
is going

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When it comes to inflation hough,
postage costs are probably not front and centre of people’s minds

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High-yielding and undervalued
companies may provide investors with attractive returns

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The combination of surging inflation, rising policy interest rates and the near-certain prospect of several rate
rises ahead as the Fed front-loads its policy tightening cycle, has proved toxic for bond markets

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With the construction industry under
pressure, current asset owners may be the beneficiaries

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Risking capital alongside bold decisions often reaps reward

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There is plenty of opportunity for
an active Emerging Market manager to deliver attractive returns

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