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Viewpoint

Viewpoint – November 2023

Following a bruising 3 months, equity and bond markets came back with a bang in November, in most cases recovering all the ground lost since July, in an almost unbroken run of gains through the month. The extraordinary shift in risk appetite saw global developed world equities return 9.4% in

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Viewpoint – August 2023

Equity markets struggled for direction in August, falling sharply initially before a partial recovery reduced the losses in the MSCI World index to -2.4%. Bond markets continued the pattern since the mini banking crisis in March with another negative month, the JPM