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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
Q&A: 'Public equity markets are essential for impact investing'
Q&A: 'Public equity markets are essential for impact investing'
Hari Balkrishna discusses why public equity markets are integral to meeting environmental and social...
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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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Professional Investors
Bonds Bring Resilience for Uncertain Economic Times
Bonds Bring Resilience for Uncertain Economic Times
As the investment landscape continues to shift, active fixed income offers investors many ways to seize...
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Professional Investors
The importance of additionality in impact investing
The importance of additionality in impact investing
The ESG world has been prolific in coining new terms, but "additionality" is a focal one for impact investors....
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Professional Investors
Three economic themes for 2023
Three economic themes for 2023
After a year that saw one of the fastest rises in inflation in decades, hear our expectations for inflation,...
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Professional Investors
Bumpy path the net zero: The energy transitions' implications for investment sectors
Bumpy path the net zero: The energy transitions' implications for investment sectors
The developed world has brought forward planned investment to reach net zero, but we think it will be...
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