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Professional Investors
Data Alters Market's Expectations for Peak Policy Rate But Not Outlook for Fed Cuts
Data Alters Market's Expectations for Peak Policy Rate But Not Outlook for Fed Cuts
Strength in employment and inflation has caused markets to raise the implied terminal rate while still...
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Professional Investors
2023 – a year of transition for emerging markets
2023 – a year of transition for emerging markets
Growth is set to slow but EMs may still outperform developed markets.
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Professional Investors
Is it time to buy bonds now?
Is it time to buy bonds now?
As global fixed income investors weigh their next moves, managers from BNY Mellon investment Management...
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Institutional Investors
US dollar outlook: The Buck Stops Here
US dollar outlook: The Buck Stops Here
Jim Masturzo looks at how, over the last two years, the world has witnessed a parabolic strengthening...
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Professional Investors
How ESG and value investing can go hand in hand
How ESG and value investing can go hand in hand
ESG integration can be an essential component to unlocking value.
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Professional Investors
Semiconductor subsidies signal shift in US industrial policy
Semiconductor subsidies signal shift in US industrial policy
T. Rowe Price looks at why they believe these interventions will have potential implications for the...
Professional Investors
CAMRADATA explores why Systematic Strategies have declined in popularity and asks will this change as investors seek diversification?
CAMRADATA explores why Systematic Strategies have declined in popularity and asks will this change as investors seek diversification?
This whitepaper looks at several different areas including systematic managers and consultants, asset...
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Professional Investors
Growing Demand, Tight Supply Support Commodities in 2023
Growing Demand, Tight Supply Support Commodities in 2023
Despite macroeconomic headwinds, commodities markets may offer attractive return potential this year...
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Professional Investors
Outlook for Multi Asset & Equities in 2023
Outlook for Multi Asset & Equities in 2023
M&G believes we are ready and positioned for 2023. More importantly, they continue to hunt for the ‘known...
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Professional Investors
Key opportunities arising from the energy transition
Key opportunities arising from the energy transition
Investment analyst Gianluca Guicciardi explores the key opportunities for monetisation across sectors....
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Professional Investors
WisdomTree publishes Q4 2022 thematic investing performance report
WisdomTree publishes Q4 2022 thematic investing performance report
In this quarterly thematic review, we will look at the space and analyse the fourth quarter, as well...
Professional Investors
Asia Market Outlook 2023: Regional Resilience Amid Strained Global Markets
Asia Market Outlook 2023: Regional Resilience Amid Strained Global Markets
As the COVID-19 recovery continues, we expect Asia’s growth-inflation dynamics to diverge from the rest...
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