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Ned Naylor-Leyland looks at the runaway train that is “de-dollarisation.”
As the US and eurozone central banks begin unwinding their unconventional monetary policies – involving purchasing unprecedented amounts of bonds...
In this note, the manager looksat correlations between globalequities, and gold and goldequities, during five periods of sharpstock market falls.
The optimism pervading stock markets over the summer months would suggest investors, for the moment at least, believe tapering is...
History doesn’t repeat, but it heaves with echoes and rhythms. Market commentators spend their days rootling through history to draw...