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Tackling the ESG data gap for Corporate Human Rights #Sustainable investment July 20, 2023 The shape of things to come – is the era of G7 zero rates over ? #Market Commentary August 25, 2023 Dividend Growth with a Quality Overlay: The Rationale for Systemic Dividend Capture #Equity Indexes August 24, 2023 A currency hedge that didn’t need to be trimmed #Market Commentary August 21, 2023 Tackling the ESG data gap for Corporate Human Rights Summary: The blog highlights the data gaps and limited corporate disc
Introducing higher inflation targets now is challenging due to the current elevated inflation levels, which could destabilize expectations. Without higher targets, a return to a 3-6% "old" normal on policy rates is likely if inflation stays elevated and labor shortages persist. This scenario mirrors yield curve patterns seen before the global financial crisis.