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Outlooks Inflation Interest rates Commodities Consumer discretionary Energy Industrials Real estate Materials Utilities Americas Innovation Monetary policy Article
Mid-2022 Inflation Outlook
We explore the current inflation environment's significant impacts on asset markets, anticipated relief in supply-chain pressures, and opportunities in commodities and enduring assets.
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Multiple authors

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Article
2023-07-31
Russia ESG Energy Geopolitical Information technology Financials Industrials Real estate Consumer staples Article
How will war in Ukraine shift the ESG landscape?
Russia’s invasion of Ukraine has turned the spotlight on ESG in new ways. Our ESG Research Team highlights how the crisis may shape their analysis.
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By

Carolina San Martin, CFA

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Article
2023-03-31
Inflation Risk management Macro and market Monetary policy Energy Real estate Equity Commodities Retirement Article
A new inflationary regime: Why the next decade could look different from the last
We explore why the risk of structurally higher inflation may be the highest it has been in decades and profile the key investment implications this presents.
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Multiple authors

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Article
2022-01-31
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