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Professional Investors
Hormuz disruption: What it means for income investors
Hormuz disruption: What it means for income investors
Wild swings in energy prices signal inflationary forces stretching into the longer-term. Investors seeking...
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Professional Investors
Geopolitical tensions: Markets tend to price risk, not hope
Geopolitical tensions: Markets tend to price risk, not hope
When uncertainty rises, they tend to price risk first, often before outcomes are clear. The renewed tensions...
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Institutional Investors
The corporate pensions paradox
The corporate pensions paradox
Workplace pensions are one of the most significant benefits employers fund. But if employees are not...
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Institutional Investors
2030 Ready: From commitment to deployment
2030 Ready: From commitment to deployment
Scaling pension fund investment in the UK economy.
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Institutional Investors
The tax treatment of state pensioners
The tax treatment of state pensioners
The majority of UK pensioners will miss out on the Government’s income tax exemption from 2027.
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Institutional Investors
Britain is undersaving for retirement warns Pensions Commission
Britain is undersaving for retirement warns Pensions Commission
The Pensions Commission has published its interim report on the state of retirement saving in the UK,...
Professional Investors
April sees investors return to European ETFs
April sees investors return to European ETFs
How did Active ETFs perform last month?
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Professional Investors
Nikkei rally driven by tech sentiment
Nikkei rally driven by tech sentiment
The record surge reflects the tech capex boom more than the yen’s weakness.
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Professional Investors
Can value stocks offer resilience to AI disruption?
Can value stocks offer resilience to AI disruption?
Value companies tend to either benefit or buffer as AI uncertainties play out.
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Professional Investors
Emerging Market Debt Indicator – April 2026
Emerging Market Debt Indicator – April 2026
Ninety One's EM Debt team shares its latest outlook and positioning across the investment universe.
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Professional Investors
The real risk isn't bitcoin volatility, it's underexposure
The real risk isn't bitcoin volatility, it's underexposure
Despite high volatility, bitcoin’s low correlation with traditional assets and asymmetric return profile...
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Professional Investors
Investing in an age of AI disruption
Investing in an age of AI disruption
Is it too soon to identify the winners and losers in the AI revolution?
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