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Professional Investors
Small surprise, large market reaction
Small surprise, large market reaction
The Fed is likely to remain in a long pause.
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Professional Investors
Have we reached peak growth and peak inflation?
Have we reached peak growth and peak inflation?
Resilience turns into weakness as growth slows later this year and into 2024.
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Professional Investors
Moving to a new equilibrium path
Moving to a new equilibrium path
Inflation is now creating inflation.
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Professional Investors
Beyond yield: Is a company's dividend sustainable?
Beyond yield: Is a company's dividend sustainable?
Whether income investors are analysing UK or global businesses, they should focus on a company’s cashflow...
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Professional Investors
Is 'cash-plus' investing dead?
Is 'cash-plus' investing dead?
Results from its recent health checks haven’t been encouraging.
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Professional Investors
Webinar: Capturing returns from consumer brands
Webinar: Capturing returns from consumer brands
Swetha Ramachandran on Artemis' new fund.
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Professional Investors
Top three emerging market themes
Top three emerging market themes
Carry, duration and spreads are all key emerging market themes.
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Professional Investors
Preservation is a priority
Preservation is a priority
Positioning and areas of opportunity ahead in a fragile environment.
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Institutional Investors
Autumn Statement: DB surplus changes could lead to different strategies
Autumn Statement: DB surplus changes could lead to different strategies
The impact could be significant.
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Professional Investors
Autumn Statement: pension surplus changes could lead to different strategies
Autumn Statement: pension surplus changes could lead to different strategies
The impact could be significant.
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Professional Investors
What makes a leading consumer brand?
What makes a leading consumer brand?
The criteria are strict and many household names don't make the cut.
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Professional Investors
Hunt declares UK economy is "back on track"
Hunt declares UK economy is "back on track"
Hunt “will not take risks with inflation” and economic growth is set to gradually rise.
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