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Everything from Mark Burgess - Threadneedle Investments

Threadneedle: global market commentary

From Mark Burgess - Threadneedle Investments

In the five years since the onset of the global financial crisis, markets, economies, and the authorities have taken many opportunities to surprise and confuse investors. The recent policy initiatives

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16 Apr 2013
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Threadneedle: March economic and market update

From Mark Burgess - Threadneedle Investments

Towards the end of 2012, we witnessed the negative impact that political battles can have on economic activity. Concern over the outcome of the fiscal cliff negotiations in the US

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28 Mar 2013
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Threadneedle asset allocation update

From Mark Burgess - Threadneedle Investments

“It’s been clear for some time that the force driving markets this year has not been the macro backdrop but policy initiatives led by the authorities. “We shouldn’t be surprised

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28 Nov 2012
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Threadneedle Investment Strategy

From Mark Burgess - Threadneedle Investments

“We have held a very cautious view of the global economic environment for some time, and events have proved this caution to be well founded. We continue to expect that

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21 Nov 2012
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