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Professional Investors
Where next for clean energy equities?
Is it time to revisit clean energy?
While policy headwinds, tariff uncertainty and questions around AI demand have weighed on recent performance,...
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Professional Investors
The yen: carrying the weight of the world's risk tolerance
Why does the yen matter to global markets?
Amova Asset Management explores how the yen carry trade shapes global risk appetite and investment positioning....
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Professional Investors
Beyond the Oil Price: Where the Energy Cycle Turns Next
Beyond the barrel
T. Rowe Price's Andy Peters offers a fresh perspective on the next phase of the energy cycle.
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Professional Investors
Why now for active fixed income ETFs
Is it time for active fixed income ETFs?
Against a backdrop of ongoing macroeconomic uncertainty and heightened geopolitical tensions, Fidelity’s...
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Professional Investors
From Electric Vehicles to Humanoids: China's Next Manufacturing LeapFrom Electric Vehicles to Humanoids: China's Next Manufacturing Leap
China's humanoid robots are moving off the stage and onto the factory floor
Morgan Stanley's emerging markets team on what the shift from spectacle to deployment could mean for...
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Professional Investors
What happens when Fed credibility comes under pressure?
The Fed's credibility problem may be bigger than markets think
The FOMC's communication failure could matter more than the rate decision itself.
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Professional Investors
How Mega IPOs may deepen market concentration
How the Anthropic and OpenAI IPOs could deepen benchmark concentration over time
Russell Investments sets out why free float, not headline valuation, is likely to determine how much...
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Professional Investors
Charting the trends beyond AI
The emerging markets trends that AI headlines are crowding out
Baillie Gifford sets out the case for three off-benchmark positions in Vietnam, China and Argentina....
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Professional Investors
The Role of Synthetic Data in Balancing Privacy and Accuracy for Identity Verification
Is synthetic data the future of identity verification?
As cyber threats grow, synthetic data could help improve identity verification without exposing sensitive...
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Professional Investors
Multi-Asset and MPS update – July 2026
Building resilient multi-asset portfolios
Rathbones discusses its thinking and positioning of the multi-asset and model portfolios.
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Professional Investors
Global Asset Allocation Insights - August 2026
Finding opportunity beyond the market leaders
As market leadership broadens beyond the largest AI stocks, Fidelity explores where investors may find...
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Professional Investors
Fed Chair Warsh in a tight spot
Is the bond market overreacting to the Fed?
Federated Hermes CIO Deborah Cunningham explains why short-end dynamics tell a different story from the...
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