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Professional Investors
Are Low Inflation Expectations Overly Optimistic?
Are Low Inflation Expectations Overly Optimistic?
As the downward trend in inflation continue, inflation could reaccelerate after nearing Fed target.
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Professional Investors
The Magnificent Seven Stock Rally Makes Sense
The Magnificent Seven Stock Rally Makes Sense
Earnings and the outlook for tech stock growth support the move higher in stocks.
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Professional Investors
6 key themes to watch in commodities markets
6 key themes to watch in commodities markets
Commodities' 2024 story hinges on China's demand, India's rise, potential conflicts, the energy shift,...
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Professional Investors
Can strategic fixed income positioning unlock higher yields?
Can strategic fixed income positioning unlock higher yields?
Fixed income investors are in a phase where rate cuts are the next big move to play for and strategic...
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Professional Investors
Three things to know about private markets
Three things to know about private markets
In uncertain market conditions, investment in private markets can mean stability, return and income potential,...
Professional Investors
The US economy has defied recession. What now?
The US economy has defied recession. What now?
A “soft landing” is undoubtedly positive, but there are reasons to be cautious.
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Professional Investors
What does higher for longer mean for private equity?
What does higher for longer mean for private equity?
Private equity holds strong despite "3D Reset" causing inflation and interest rate hikes.
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Professional Investors
Is Vietnam the next Asian tiger?
Is Vietnam the next Asian tiger?
Tailwinds are gathering to support another major leap.
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Professional Investors
Can AI lead thematic investing back to glory?
Can AI lead thematic investing back to glory?
Thematic investing could be poised for a standout year for cloud, cybersecurity, 5G and genomics.
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Professional Investors
Building resilient multi-asset portfolios
Building resilient multi-asset portfolios
Identifying companies with quality attributes can help build resilient multi-asset portfolios.
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Institutional Investors
Strategies for Winning the Endgame
Strategies for Winning the Endgame
This paper from VLK aims to broaden the thinking around the pensions endgame, acknowledging that buyout...
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Professional Investors
Connecting people to water: A vision for a conservation movement
Connecting people to water: A vision for a conservation movement
Aquatic alliances can work to support ocean sustainability.
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