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deWhat about inflation?
Edouard Bouhyer summarises the recent macro events and considers their influence over key investment ranges.
Monthly Fund Commentary
Market Polarisation – A H1 Review
Marc Craquelin comments on the interest rate environment in H1 and the resulting market polarisation.
News
Cautiously optimistic
Against the current economic backdrop, Eric Sturdza discusses the monetary policy path the US Fed may take.