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Commodities & Metals
The curious case of official gold demand
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Gold: ETF demand to the rescue!
Surge in energy prices delays expected peak in inflation
Gold and silver face near-term hurdles
Currencies
Equities
Things look up for Chinese equities
Our 2023 outlook for developed markets equities
Our 2023 outlook for equity volatility
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Better ways to feed the world
China: a time for active management
Our 2022 scenario for EM equities
Japan: a diversifier for equity portfolios
Fixed income
Navigating Asia
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