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Bernard Swords
Market Pulse brings you insights on the latest investment themes to help preserve and grow your wealth.
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Sebastian Orsi, CFA
We maintained our cautious stance – and recently moved to buy some longer-term bonds, adding some duration to bond portfolios.
Read MoreSebastian Orsi, CFA
It’s only a few weeks since our last Top Down (26 April), so the broad themes running through markets are unchanged: the outlook for a ‘soft landing’ in the US, slowing but still high inflation, and earnings resilience.