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Professional Investors
The Evolving Nature of Equity Quality in the Age of AI
How AI is reshaping the definition of equity quality
Investors must determine what the AI capital-spending surge means for long-term business durability....
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Professional Investors
China Equity Q2 2026
Are China equities being mispriced?
For investors looking at the country, there can be a gap between perception and reality.
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Professional Investors
Mag 7 to Lag 7: What a tech stumble says about the potential risks of investing in major indices
The Magnificent 7 now make up 41% of the S&P 500, and that's a risk
HANetf on why 2026's tech reversal is a reminder that owning the index may mean less diversification...
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Professional Investors
Beyond the Mega Caps: Broadening the EM investment lens
Beyond EM mega caps: Three under-radar stocks worth knowing about
Compelling opportunities can be found across different sectors, market capitalisations and geographies....
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Professional Investors
The UK equity opportunity: it pays to be selective
Why picking the right companies matters in UK equities
Ninety One on the shareholder-friendly forces still supporting the UK market, and why selectivity counts...
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Institutional Investors
Largest IPO in history whilst 'Mag 7' performance dips
SpaceX IPO lifts off as the Mag 7 dips
Simeon Willis and Kerry Foxall explore the key developments shaping markets in XPS Group's latest Investment...
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Professional Investors
ASEAN's lost decade: Is value finally emerging?
ASEAN’s lost decade: Is value finally emerging?
Years of underperformance have left ASEAN markets looking inexpensive. With valuations attractive and...
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Professional Investors
Schroders Equity Lens July 2026: your go-to guide to global equity markets
Equities are expensive but underpinned by unusually strong earnings growth expectations
How to respond to stagflation worries
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Institutional Investors
easyJet and private equity – should this really be allowed?
easyJet's private equity approach: A good deal, or the wrong deal?
Woodhill Asset Management holds easyJet shares — and still has reservations about the Apollo bid
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Professional Investors
Two beautiful games
Playing the odds: What can football teach us about value investing?
Successful investing isn't about chasing the biggest potential payoff. It's about understanding probability,...
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Professional Investors
The world-leading British companies you've never heard of
Britain's hidden champions deserve a closer look
The world-class UK companies many investors overlook.
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Professional Investors
2026 Mid-year review: Markets look beyond the headlines
Markets look beyond the headlines
Conflict in the Middle East drove market volatility, yet markets are higher over the first six months...
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