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October 16, 2020America DividesWe take a whistle-stop tour of what we expect to happen in the US election, what else could happen, the investment implications and the winners and losers.0 minPlay
October 14, 2020US Election: Disputes and DemocraciesThe disputes and democracies of a US election0 minPlay
September 09, 2020Taking the measures of the global reboundHow strong is the global rebound?0 minPlay
August 13, 2020Releasing the future from the shackles of the pastWhat is the impact of COVID on the future for different markets?0 minPlay
July 23, 2020MMT and the death of inflation? With RWC Asset ManagementAfter decades of worrying about inflation have investors and policymakers finally concluded that it is dead and buried?0 minPlay