PAG Biweekly

October 28, 2022 |Robert Ung
It has been a rather eventful few weeks, with third quarter earnings results and central bank policy, yet again, driving much of the market narrative. These developments weren’t outright positives. But, weighed against rather downbeat expectations and...
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PAG Biweekly

October 14, 2022 |Robert Ung
As with most of the year, global markets have experienced more negative than positive days in recent weeks. However, there was a notable change in equity market behaviour in recent days. We are not convinced it marks any sustainable shift in trend. Nevertheless...
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GLOBAL INSIGHT - Client-friendly audio commentary: The election effect

October 06, 2022 |Robert Ung
Our U.S. colleagues – Kelly Bogdanova and Tylar Lunke - discuss whether the U.S. midterm elections will be a pivot point for equities. Please Click here to listen.
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