This is the November edition of Edison Insight. Edison Group has c 400 companies under coverage, of which 104 are profiled in this edition. This month it opens with a strategy piece by Alastair George, who believes that 2022 to date has been a tough year for investors, yet the painful post COVID-19 ‘normalisation’ trade may be nearing its climax. Long and shortterm interest rates are now where they need to be to lower demand, leaving in prospect a period of disinflation as supply chain constraints ease. Readers wishing for more detail should visit Edison's website, where reports are freely available for download (www.edisongroup.com).
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