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House report Q4 2020
A delicate balancing act
In this quarter's edition of the House Report, we ask how, in the midst of the worst economic downturn in living memory, is it possible that the majority of global asset prices are higher than they were before the virus emerged last December.
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The Earth is what we all have in common
Earth Day is a moment to reflect on a world in trouble. On one day, over a billion people around the world are coming together to address the problems of climate change, biodiversity loss and pollution with clean-up campaigns, tree planting, education and scientific solutions. But economic and…
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The week in markets – 21 April 2021
Welcome to your weekly macroeconomic round-up, where we spotlight a few of the most significant events in the last week. US inflation and retail sales both rise faster than expected US inflation, as measured by the consumer price index (CPI), rose by 2.6% year-on-year in March. That’s up…
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A most exceptional recovery
As we digest this quarter’s economic data, it is clear that a strong, vaccine-driven recovery is now unfolding around the world. It is US-led but global in scale, synchronised across regions and fuelled by generous monetary and fiscal policies, operating hand in hand. As with so much in…
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Why we’re positive on the experience economy
As global, thematic investors, we look for the long-term trends that will shape the investment landscape for years to come. Consumer behaviour and income growth are by no means new considerations, but they remain vital to identifying long-term trends and the companies best positioned to benefit. COVID-19 has…
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