
Portfolio Watch: Bank of the West sees more rate hikes on the horizon

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Portfolio Watch: Recessions and re-globalization

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Portfolio Watch: Don’t turn away from value stocks just yet, says UBS

• UBS writes that despite the recent rally in the S&P 500, it may not be time to shift away from a value orientation in picking equities. In a weekly update it tells investors that while “growth stocks have rallied sharply” from mid-June lows, “lingering uncertainty around inflation” and Fed moves “point toward further outperformance Read More →

Portfolio Watch: Time for a European vacation?

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Portfolio Watch: A soft landing ahead?

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Portfolio Watch: Energy market upended by war in Ukraine
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