Very easy to turn this into a pro-Milliband argument. Growth means higher inflation; higher inflation means higher bond yields. And conversely for lower growth. You want lower gilt yields, pick the chancellor who will give you stagnation.

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In the age of asset manager capitalism, do asset owners still matter? And what does this mean for the green transition? @nataschavanderzwan.bsky.social and I investigate this through an in-depth study of how some of the most important asset owners - pension funds - invest. Now out in SER! 🧵

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New US alliance is unusual

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Thanks Michael. I hope that our political leaders realise how dangerous the situation is becoming, politically and economically

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