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Global Matters Weekly – Siren Call

I recently returned from a client trip to Asia, during which I visited Hong Kong for the first time. The ‘Fragrant Harbour’, to coin its literal name. From my short time there I found it to be a fascinating and vibrant melting pot of ‘East meets West’, with a can-do and pro-business attitude. Yes, the city has witnessed major politically motivated unrest and change in recent years, which has undoubtedly had knock-on effects, but as an outsider visiting for the first time, I could feel the city’s welcoming energy.

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Global Matters Weekly – Stocking fillers for your portfolio

It’s that time of year again where Mariah Carey and Michael Bublé are defrosted for their annual appearances and Coca-Cola’s Christmas truck graces our cities. What a wonderful time of the year, and with growing belief that we have seen ‘peak rates,’ along with encouraging inflation data where should you look to spread Christmas cheer to your investment portfolio? These portfolio stocking fillers will hopefully bring you joy over the next few years.

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Global Matters Weekly – Interest rate volatility: Transitory or here to stay?

Following the start of the US Federal Reserve’s belated rate hiking cycle in March 2020, this year has seen a marked pickup in interest rate volatility and a significant increase in the benchmark 10-year yield in recent months, which have contributed to broader economic uncertainty. So, what exactly has been driving this volatility and is this trend going to reverse anytime soon?

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Global Matters Weekly – Use it or lose it

As we bid farewell to another Rugby World Cup, I am reminded how my own rugby playing days are barely visible in the rear-view mirror. As a ‘forward’ I would frequently hear shouts from the referee of “Use it or lose it” if we didn’t pass the ball out quick enough to the ‘backs’ once it had emerged from a scrum or ruck. Wasting the opportunity to use the ball, being penalised and conceding possession to the opposition is no way to win a match.

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