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Equities
Chart of the month: August angst in the Japanese equity market
What's happened historically following large one-day falls in a country’s stock market? 
Higher US interest rates: who are the corporate winners and losers?
The impact of higher interest rates varies tremendously by company. Those that hold large amounts of cash typically have little debt and vice versa. This... 
The UK stock market: coming in from the cold?
There is a fair amount of publicity around efforts, including those from L&G CEO Sir Nigel Wilson, to persuade UK pension funds and other institutional... 
Earnings season was OK. This time…
Company sales grew yet earnings shrank year-on-year, but both beat low expectations. How long can the apparent resilience last? 
Checking the temperature of the Chinese consumer
What implications could the latest wave of lockdowns have on consumer demand, company earnings and portfolio positioning? 
US profits hold firm in first quarter – but do the data point toward an earnings crunch next year? And which data are best?
First-quarter earnings for 2022 have so far not delivered many upsets, even if the post-pandemic lustre is fading. Looking to next year, however, the red-hot... 
Capex and the challenge of rising labour costs
The corporate world is casting around for ways to combat the pressure of rising inflation. Could capital spending be the solution? 
An investor’s guide to the metaverse
In the second installment of a two-part blog, Lars Kreckel considers the economic and investment implications of the metaverse. 
What is the metaverse, and is it really the next big thing?
In the first of a two-part blog, we delve into the metaverse, and consider how far the vision is from becoming a (virtual) reality. Recommended content for you
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