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The Policy Pivot: Global Equities

A lot of focus, talk, and frankly noise has emanated around a widely expected Fed rate cut at the end of this month. But the discerning observer will note that the Powell Pivot is actually part of a wider global monetary policy pivot. This has been a key theme for us and, in our view, is a key reason to remain bullish on risk assets and the global growth outlook. Read more...

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