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The Weekly Brief

21 January 2018

Concerns over slowing US growth, due to trade tensions with China, Federal Reserve (Fed) tightening and the prospect of fading fiscal stimulus, have led to higher volatility in markets over the last few months.

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Review of markets over the fourth quarter of 2018

04 January 2019

A summary of the factors driving global markets over the last quarter.

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Turning the dial: Portfolio considerations in the late cycle

14 September 2018

Like summers, economic expansions do not last forever. The US recovery is now the second longest on record.

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