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Professional Investors
Higher defence outlays may reignite European growth – but pressurise bonds
Higher defence outlays may reignite European growth – but pressurise bonds
Rearmament could stimulate economies, although investors should be wary of inflationary risks.
Professional Investors
Navigating a post-globalisation world
Navigating a post-globalisation world
Trade tensions continue to reshape global markets and impact investors.
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Professional Investors
Is the UK equity market finally stepping into the spotlight?
Is the UK equity market finally stepping into the spotlight?
Undervalued and high-quality stocks are setting the UK up for a comeback.
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Professional Investors
Unlocking value in UK domestic earners: Is now the time?
Unlocking value in UK domestic earners: Is now the time?
Join this webinar for an insightful discussion on the growing value opportunities within UK equities....
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Professional Investors
How are companies handling tariff pressures?
How are companies handling tariff pressures?
Which sectors are the most exposed to policy shifts?
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Professional Investors
How are MPS portfolios addressing today's risks?
How are MPS portfolios addressing today's risks?
Exploring if current strategies can adequately address interest rate and inflation risks.
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Professional Investors
Which defence firms are riding the rearmament wave?
Which defence firms are riding the rearmament wave?
Many defence contractors have reported record revenue growth.
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Professional Investors
Active ownership in action
Active ownership in action
What are the benefits of taking an active approach to equity ownership?
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Professional Investors
Inside the surge of AI-themed funds
Inside the surge of AI-themed funds
Why are Magnificent Seven stocks frustrating fund managers?
Professional Investors
Uncertainty clouds emerging markets
Uncertainty clouds emerging markets
Despite investors’ concerns, are there still opportunities in EMs?
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Professional Investors
Finding opportunity in equities
Finding opportunity in equities
The uncertainty surrounding Trump's tariffs has been a significant concern for both markets and companies....
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Professional Investors
Is the US stock market out of the woods?
Is the US stock market out of the woods?
Recent data suggests reasons to be positive, but will uncertainty and volatility return?
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