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Can Japanese value benefit from corporate governance?
Can Japanese value benefit from corporate governance?
Will value stocks benefit from a years-long effort to improve corporate governance in Japan?
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Professional Investors
An all-cap approach makes sense in today's US equity market
An all-cap approach makes sense in today's US equity market
In a tight risk/reward environment, stock selection will be the key driver of returns.
Professional Investors
Fed and Treasury won't come to the rescue
Fed and Treasury won't come to the rescue
The Fed stuck to its inflation-fighting script yesterday, pointing to other tools available for fighting...
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Professional Investors
European banks: steadying the ship?
European banks: steadying the ship?
A week on from the collapse of Silicon Valley Bank in the US, all eyes are on Europe with the merger...
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Professional Investors
How value investors can flex to shifting market dynamics
How value investors can flex to shifting market dynamics
Agility could offer cyclical and defensive opportunities.
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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
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
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
Headwinds for equity markets starting to diminish
Headwinds for equity markets starting to diminish
Disinflationary forces point to a more benign environment.
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Professional Investors
What will drive long-term stock prices?
What will drive long-term stock prices?
T. Rowe Price explains how experience will help navigate through current stock market volatility and...
Professional Investors
Is European private equity in trouble?
Is European private equity in trouble?
With economic clouds darkening, is European equity positioned to weather the storm?
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Professional Investors
The US small and mid-cap investment opportunity
The US small and mid-cap investment opportunity
The resilience of the US economy compared to other countries makes US small and mid-caps attractive investment...
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