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Market Update July 2023

Jul 10, 2023

As has been the case for some time now, markets remain fixated on inflation and what this means for interest rates. US headline inflation dropped to 4% in May, largely due to lower energy prices.

Valuations, Resilience And Shifting Sentiments

Apr 20, 2023

Following a year characterised by volatility and turbulence, 2023 got off to a strong start and though we aren’t out of the woods yet, most asset classes ended the quarter in positive territory.

Q1 2023 Market Report

Apr 14, 2023

The balancing act being performed by central banks between taming inflation and avoiding recession got even harder in March as a new fault line emerged in the banking sector.

How Do Bonds Work?

Apr 06, 2023

Bonds have traditionally been a safe haven for investors thanks to lower risk and volatility than equities and alternatives.

Bonds Banks And What’s Next – Square Mile Podcast

Mar 30, 2023

What started in community banks in the US is now playing out in the global bond market. To explore what has taken place in the banking sector over the past few weeks, Square Mile’s Investment Director, Chris Fleming is joined by Chris Bowie, Partner and Portfolio Manager of the TwentyFour Corporate Bond fund.

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