Bond markets need to stabilise before
markets can begin to recover, but with yields of around 5% across the maturity curve, there is now good value available

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Base rates are a useful tool for investors when making decisions that involve
factors that can disrupt the balancing of risk and reward

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Having sat on the sidelines for the best part of two years, the growth opportunity for Moonpig is clear.

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Data from the US economy has proved to be surprisingly strong this year, and the labour market remains tight, with
wages rising at close to 6%

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There is evidence that investing responsibly and integrating ESG factors is additive to returns.

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We believe in blending equity style factors
to deliver more efficient returns

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Boutique firms specialise in being selective and creative in their investment approach

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In the world of investing, investors face
their own version of Sirens in the form
of behavioural biases

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We caution against the view that we are likely to see a protracted period of either especially high or especially low
inflation over the next five years

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The investment world is full of these
mathematical “lies” and it takes a lot of
experience and focus to avoid the traps these present

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