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Investment Management
Europe cuts rates while the US signals caution: What will the UK do?
What impact will the upcoming UK Budget have on interest rates, with contrasting signals from the US and Europe?
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Investment Management
Geopolitical tensions and economic data weigh on global markets
How are global markets reacting to escalating geopolitical tensions and fluctuating economic data?
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Investment Management
Why Japan is a prime market for active strategies
Why Japan’s evolving corporate landscape presents significant opportunities for active investors.
Investment Management
Shifting corporate culture: What reforms are driving Japan’s growth?
Why Japan’s evolving corporate landscape presents significant opportunities for active investors.
Investment Management
Recession risks and inflation: What investors need to know
What do looming recessions, persistent inflation, and potential interest rate cuts mean for investment portfolios?
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Investment Management
Shareholder activism in Japan: From taboo to mainstream
Shareholder activism is no longer a taboo but a rising trend—how is this shift transforming corporate governance and investor influence?
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Investment Management
Private markets are opening new avenues for diversification, but what is the best way to access them?
Tune into the new Private markets: Uncovered podcast, where we discuss investor access to private markets; the appeal of the asset class in 2024, and the importance of due diligence…. Watch or listen...
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Investment Management
Kicking off the cutting cycle: The impact of the Fed's rate reduction
How is the Federal Reserve's unexpected interest rate cut shaping market dynamics?
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Investment Management
Unearthing value outside of AI
The strong recent performance of the Magnificent 7 has increased the technology concentration in the S&P 500 Index and even more in the Russell 1000 Growth Index. Professional investors only.
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Investment Management
Interest rates are coming down – but how fast?
Interest rates are coming down, but will the pace and scale meet market expectations, or could investors be in for a surprise?
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Investment Management
2024 Strategist Outlook
Amid political uncertainty and a concentrated equity market, strategists offer insights on navigating the investment landscape for the remainder of 2024. Professional investors only.
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Investment Management
Global equities: Prepare for choppy markets
Normalisation of interest rates, geopolitics, elections, and inflationary pressures are likely to create market volatility in the year ahead. Professional investors only.
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