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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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Professional Investors
The number of funds is too damn high
The number of funds is too damn high
Investors are wading through the alphabet soup to find the right fund.
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Institutional Investors
Bonds should benefit from a rate-hiking pause
Bonds should benefit from a rate-hiking pause
Core government bonds and investment grade corporates look more appealing.
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Professional Investors
What would Warren do? The stocks that Buffett is backing
What would Warren do? The stocks that Buffett is backing
From utilities to railroads, there are infrastructure opportunities for long-term investors.
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Finding returns for the next 5-7 years
Finding returns for the next 5-7 years
With rising interest rates and inflation impacting markets, where should investors look for returns?...
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Professional Investors
What is really driving inflation?
What is really driving inflation?
Inflation is remaining stubbornly high in most advanced and emerging economies - why is this the case?...
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