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Professional Investors
Despite the storm, there are reasons to like European bank bonds
Despite the storm, there are reasons to like European bank bonds
Attractive valuations and resilient fundamentals support the sector.
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Professional Investors
The inflation challenge: UK unemployment will need to rise to at least 6%
The inflation challenge: UK unemployment will need to rise to at least 6%
Only a labour market downturn will solve the UK’s inflation problem.
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Professional Investors
Want outperformance? Southern European markets are hot
Want outperformance? Southern European markets are hot
Southern Europe is having its best start to the year in a long time, but drilling down to the underlying...
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Professional Investors
What next from the Fed?
What next from the Fed?
Amid an outlook for slower growth and more moderate inflation, the Fed remains coy on further rate increases....
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Institutional Investors
Three companies with the potential for climate-friendly returns
Three companies with the potential for climate-friendly returns
We believe these issuers are leading the fight against climate change.
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Professional Investors
How to deliver on Consumer Duty
How to deliver on Consumer Duty
A key pillar of Consumer Duty is demonstrating and delivering value for clients, but to do so requires...
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Professional Investors
Healthcare companies - liberated from Covid pressures?
Healthcare companies - liberated from Covid pressures?
Credit quality should improve as volatility subsides.
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Professional Investors
Where now for global equity markets?
Where now for global equity markets?
Five forces defining the equity cycle.
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Professional Investors
The $1.5 trillion opportunity
The $1.5 trillion opportunity
With the largest downturn in commercial real estate since the global financial crisis on the horizon...
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Professional Investors
The Consumer Duty is a clash of cultures
Finance has hit another rough patch and that's bad timing for the new Duty.
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Professional Investors
Multi-Asset Investing: Has its time come?
Multi-Asset Investing: Has its time come?
Over the past decade, put simply, diversification was not rewarded - but is that about to change?
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Professional Investors
The state of credit markets
The state of credit markets
Investment grate, high-yield, or both? What instruments are most attractive in credit markets at the...
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