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Will central banks 'engineer' a recession to return to 2%?
Returning to 2% inflation is not going to be easy. But what is not being openly discussed is that we...
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Professional Investors
Three Fed scenarios, same result
Three Fed scenarios, same result
Does it make sense to add duration to portfolios?
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What are the risks in dividend strategies?
What are the risks in dividend strategies?
Dividend yield can be one of the main reason's to include a stock in a portfolio.
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How will a Bank of England rate cut impact markets?
How will a Bank of England rate cut impact markets?
Financial markets widely expect an interest rate hold by the Bank of England on June 20, but what if...
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Tide turns for sustainable fund flows at start of 2024
Tide turns for sustainable fund flows at start of 2024
Europe-domiciled sustainable funds saw net inflows in the first four months of 2024, after struggling...
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What investors need to know when buying UK bonds directly
What investors need to know when buying UK bonds directly
Many UK investment platforms have started to offer direct access to government bonds – alongside their...
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Professional Investors
Fixed term bond trend: Investors need to be aware of big penalties
Fixed term bond trend: Investors need to be aware of big penalties
Fixed term bond funds saw €60bn in net inflows in 2023, when most other asset classes saw outflows. But...
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Professional Investors
'Bumpy' is the new 'transitory'
'Bumpy' is the new 'transitory'
Markets are unusual right now and investors need to be better prepared particularly in private debt markets....
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Professional Investors
Will investment-grade credit spreads in Europe continue to outperform the US?
Will investment-grade credit spreads in Europe continue to outperform the US?
Taking stock on whether the premiums are justified in Europe.
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Can strategic fixed income positioning unlock higher yields?
Can strategic fixed income positioning unlock higher yields?
Fixed income investors are in a phase where rate cuts are the next big move to play for and strategic...
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Professional Investors
Gilts are no longer a 'buy and forget' asset class
Gilts are no longer a 'buy and forget' asset class
Investing in the once 'boring' UK government bond market has never been more popular but investors have...
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Professional Investors
Navigating the rate descent
Navigating the rate descent
Be optimistic on alpha generating opportunities, but still with an up in quality bias and a global lens...
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