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Investment Management
Is software the next hunting ground for value investors?
Given recent AI disruption fears and subsequent share price falls, should software stocks be on value’s radar?
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Investment Management
AI credit expansion: Assessing the micro and macro Risks
Today’s AI financing wave looks more disciplined than past infrastructure investment booms, yet it still demands selectivity.
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Investment Management
Three reasons to stick with growth stocks in rotating markets
Market forces that have challenged profitable-growth stocks could set the stage for a recovery.
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Investment Management
Preparing for regime change: The role of natural resources equities
Natural resources equities can mitigate vulnerability to equity market-regime shifts. The asset class has distinct performance drivers that may complement existing equity allocations.
Investment Management
The seven deadly sins of investing
Peter Smith delves into seven common behaviours that can be damaging for investment returns – and explains how to avoid them.
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Investment Management
How to recognize alpha potential in active equity portfolios
Big benchmark bets can backfire. Lower-risk strategies may better showcase real stock-picking skill.
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Investment Management
European equities: Choosing firms that benefit from AI adoption and development
Greater dispersion in European markets may favour a selective investment approach.
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Financial Advice
Bespoke MPS: Outsourcing without compromise
What are the benefits of bespoke model portfolios?
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Financial Advice
Business Relief has changed: what advisers need to know
Business Relief reforms are reshaping IHT planning. Explore the new BR allowances, AIM changes and what advisers should do next.
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Financial Advice
How much can retirees safely spend from their portfolios?
Retirement income decisions are being shaped by inflation and longevity trends.
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Investment Management
Fed Chair change puts bond markets in focus
Will the Fed cut rates this year?
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Investment Management
Private credit under the hood: Separating headlines from fundamentals
Headlines about private credit ‘cockroaches’ and Business Development Company investors running for the hills are a regular occurrence. Just how worried should we be about this burgeoning part of the credit...
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