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Inflation: Momentum or Reversion to the Mean

With headline inflation at multi-decade highs investors are rightly concerned and it bears an in-depth look. Some of the drivers of price rises have persisted longer than the Fed expected. But looking beyond the headlines at some of those drivers of the last twelve months could be useful.

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Exploring Consumer Trends: Whitepaper

Emerging markets offer attractive investment opportunities, supported by favorable economic fundamentals and a rapidly expanding middle class. But classic consumption patterns appear to be evolving, and this could have implications for emerging markets investors.

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