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Financial Advice
The return of the total return kings
There is hidden value in the UK’s seemingly neglected market.
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Financial Advice
Shadow banks are a challenge for the Fed
The rise of the shadow banking system is creating additional challenges for the Federal Reserve's monetary policy.
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Financial Advice
What tech stock volatility means for European investors
Tech stocks have stumbled, delivering a reality check for European markets. What does this mean for investors eyeing valuations and growth prospects?
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Financial Advice
Resist performance chasing for resilient portfolios
Investors may be tempted to shift allocations in favour of cash but it is a liquidity tool not a substitute for equities or bonds.
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Financial Advice
US election: What’s next for healthcare?
Explore how the US election year could reshape the healthcare sector and impact investment strategies.
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Financial Advice
Is now the time to reallocate to government bonds?
With yields on the rise and central banks easing, is now the time to reconsider an allocation to government bonds for stable income and diversification?
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Financial Advice
Interoperability: Key to advancing sustainable finance?
Can interoperability in regulations reorient private capital towards sustainable finance?
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Financial Advice
Market certainty gives way to economic volatility
How do you identify competitively advantaged businesses in a changing macroeconomic backdrop.
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Financial Advice
Trump 2.0: What it could mean for Asian equities
How could another Trump presidency impact Asian equities?
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Financial Advice
Overlooked value stocks in Japan are 'active investment paradise'
Japanese equities are an ideal hunting ground for active fund managers seeking alpha.
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Financial Advice
Why it pays to be selective within bank credit
While bank Tier 2 debt has performed well over the last 12 months, Muzinich & Co. explores whether there is still value in the market.
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Financial Advice
Seizing value in emerging market debt
Emerging market debt is unlocking unique value opportunities as growth prospects rise—discover where to find the best yields amid global challenges.
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