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Latest Insights
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A positive surprise
Q1 results show a supportive picture for developed market companies in May’s monthly update from Zed.
- Date published
- 30 May 2023
- Tag
- Global Long-Term Unconstrained
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Green tailwinds
In March’s Stock Insights we highlight energy efficiency infrastructure and autos, alongside a consumer stock update.
- Date published
- 16 Mar 2023
- Tag
- Global Long-Term Unconstrained
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To pivot or not to pivot – that is the question
Will central banks prioritise growth or inflation? Read the February market update from Zehrid Osmani.
- Date published
- 23 Feb 2023
- Tag
- Global Long-Term Unconstrained
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Getting over the stagflation wall
Zehrid Osmani, Head of Long-Term Unconstrained, speaks with Ausbiz on taking a look at the macro picture, and potentially one of biggest economic risks, stagflation.
- Date published
- 11 Nov 2022
- Tag
- Global Long-Term Unconstrained