Articles in the “Markets” Category
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Pressing Play on the Gaming Market
At TEAM, we want to invest in companies that are direct beneficiaries of at least one (but preferabl...
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The Law of small numbers, GDP & happiness
The Law of Small numbers is the incorrect belief that small samples resemble the population of data...
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So, it’s all over. The end of equities.
No more stock buy backs to fuel the market. No more retail buyers and no more institutional buyers....
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Market update - The View from Asia
The panic selling in global capital markets continued unabated amongst record volatility of late, wi...
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Why does Global Productivity continue to struggle?
During a conversation with a colleague, the possible causes for the persistent decline in productivi...
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China Government bonds added to Global Bond Index
-The phased inclusion of Chinese Government bonds over the next 20 months into the Barclays Global A...
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Proprietary Research
We have recently acquired access to some impressive proprietary research through a joint-venture. Al...
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Greek exit risk remains
Unlike most euro area leaders who would be loath to utter a thought that did not sit well at a Davos...
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Equities
While valuations are not as compelling as they once were, in a world of negative real rates, equitie...
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Outlook For 2015 An Unstable Bull Market
We do not believe that the basic macroeconomic backdrop has changed very much from last quarter. In...