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Archive
Markets surge again
Bernard Swords
Back to Risk-On
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Jitters continue, but opportunities broadening
Bernard Swords
The longer-term case is intact as policy support continues and earnings seasons is going well.
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Market fundamentals continue to improve
Bernard Swords
Despite prolonged lockdown concern
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Weak for now but policy boost should follow
Bernard Swords
CIO Bernard Swords discusses weak near-term developments but argues that the policy backdrop improves the outlook further and continues to support our investment view.
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Stimulus to drive equity outlook
Bernard Swords
Senate victories for Democrats caught the markets by surprise and have driven a strong, value-led rally
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Positive trade and fiscal news
Bernard Swords
Amidst short term turbulence
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Surprise rebound in US jobs
Bernard Swords
Stunning recovery in employment cheers markets
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Covid-19: managing bank relationships
Finbarr Griffin
Three things you need to do now
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Get off the treadmill
Jon Ihle
Why it pays to build wealth instead of consuming your future
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