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Institutional Investors
The case for re-weighting emerging Asia
Emerging Asia: An underappreciated opportunity?
Explore what emerging Asia may offer investors seeking growth and diversification beyond US equities....
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Institutional Investors
European defence: Independence and reshoring
Europe's defence spending surge could have far-reaching implications for pension portfolios
Why the drive for greater security and self-reliance extends beyond defence stocks.
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Institutional Investors
US equity income in focus: Navigating a volatile inflation and rate environment
Could US equity income offer a way through persistent inflation and market volatility?
Shifting interest rate expectations are bringing value stocks, dividend sustainability and pricing power...
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Institutional Investors
Inheritance Tax and pensions: helping members and their loved ones navigate the changes
Are pension schemes ready for the inheritance tax changes coming in 2027?
New rules could leave members and their families facing greater complexity around pension death benefits...
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Professional Investors
Emerging markets without the Indiana Jones approach
Emerging markets without the Indiana Jones approach
Artemis: How has emerging market investing changed?
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Professional Investors
A stock picker's market – for some
What are the stock-picking opportunities emerging from rising market dispersion?
Record-low correlations and widening differences in individual share returns are creating fresh opportunities...
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Professional Investors
Which of the UK's biggest stock ETFs are delivering the strongest returns?
Which of the UK's biggest stock ETFs are delivering the strongest returns?
Insight from Morningstar: Performance across major US, global and emerging market equity trackers reveals...
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Professional Investors
Can outperformance become a habit?
Can outperformance be sustained?
Insight from Natixis: Portolio managers analyse their investment and research philosophies
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Institutional Investors
Japanese equities: Looking beyond the market rally
Japanese equities: Looking beyond the market rally
After a strong rally in the first three quarters of 2026, Japanese equities continue to benefit from earnings growth, corporate reform and a more supportive domestic economy.
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Professional Investors
Made in Japan
Could Japan be one of the biggest beneficiaries of the AI revolution?
An ageing population, industrial automation and corporate governance reform are creating a compelling...
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Professional Investors
A Reset, Not Retreat: Finding Opportunity in a Changing Market
A reset, not retreat: Finding opportunity in a changing market
AI infrastructure spending faces fresh hurdles as investors reassess growth expectations, valuations...
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Professional Investors
The Hidden AI Concentration Risk in Diversified Portfolios: Five Ways to Manage It
The Hidden AI Concentration Risk in Diversified Portfolios: Five Ways to Manage It
Growing exposure across equities, bonds and private credit could leave investors more vulnerable to a...
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