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Figure 3-Caption: EM Inflation – Headline inflation has been easing, monetary policy has tightened. (Schroders, Refinitiv Datastream Data to May 2023).

Our investment strategy committee, which consists of seasoned strategists and investment managers, meets regularly to review asset allocation, geographical spread, sector preferences and key global market drivers and our economist produces research and views on global economies which complement this process.

Our quarterly report presents our views on the world economic outlook and equity, fixed income and foreign exchange markets. Please click the link to download.

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