Central banks began raising rates again, bond yields climbed to their highest in around two decades, and conflict in the Gulf pushed oil back above US$100. Here is what changed this quarter, why our Barometer has turned more cautious, and where we see opportunity.

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Shares pushed to fresh highs on an extraordinary run of technology earnings — then wobbled hard in late June. The US Federal Reserve turned hawkish. Here is what we saw this quarter, and how we are positioning portfolios from here.

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