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Alongside its decision to raise rates by 25bps to 0.5%, the MPC today sent an unmistakeably hawkish message, and we now expect further 25bp hikes in...
Global real estate returns are looking healthy over the next five years, providing a strong relative performance versus bonds and equities. We...
Despite tensions continuing to ratchet higher, on a medium term view we think the balance of probabilities implies a buying opportunity for affected...
The Romanian economy has been growing fast, but at a price of a massive twin deficit and high reliance on external funding.
A rise in government bond yields – still only just returning to around pre pandemic lows – is not by itself a cause for concern. Rather, it’s the...
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