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Professional Investors
Which of the UK's biggest stock ETFs are delivering the strongest returns?
Which of the UK's biggest stock ETFs are delivering the strongest returns?
Insight from Morningstar: Performance across major US, global and emerging market equity trackers reveals...
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Professional Investors
Can outperformance become a habit?
Can outperformance be sustained?
Insight from Natixis: Portolio managers analyse their investment and research philosophies
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Institutional Investors
Japanese equities: Looking beyond the market rally
Japanese equities: Looking beyond the market rally
After a strong rally in the first three quarters of 2026, Japanese equities continue to benefit from earnings growth, corporate reform and a more supportive domestic economy.
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Professional Investors
Made in Japan
Could Japan be one of the biggest beneficiaries of the AI revolution?
An ageing population, industrial automation and corporate governance reform are creating a compelling...
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Professional Investors
A Reset, Not Retreat: Finding Opportunity in a Changing Market
A reset, not retreat: Finding opportunity in a changing market
AI infrastructure spending faces fresh hurdles as investors reassess growth expectations, valuations...
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Professional Investors
The Hidden AI Concentration Risk in Diversified Portfolios: Five Ways to Manage It
The Hidden AI Concentration Risk in Diversified Portfolios: Five Ways to Manage It
Growing exposure across equities, bonds and private credit could leave investors more vulnerable to a...
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Professional Investors
The vote changed Washington, not the barrel
Has the oil sell-off overlooked the bigger forces shaping energy markets?
Falling crude prices mask persistent supply constraints, geopolitical risks and a renewed case for hard...
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Professional Investors
The Cost of Living Defined the Midterms. Now It Could Test the Fed
Could the cost of living become the next major test for the US Fed?
Cost-of-living pressures are raising questions over household spending, inflation and the Federal Reserve’s...
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Professional Investors
Look under the label: why real value is scarce
How to distinguish a true value fund from a drifter
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Professional Investors
Global Equity Pulse: Beyond the Chips—Powering the AI Revolution
AI's soaring electricity demand could create new investment opportunities
Why the infrastructure powering artificial intelligence deserves closer attention.
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Professional Investors
Made in Japan
Why Japan could be a key beneficiary of the AI and robotics revolution
Japanese companies occupy critical positions in the technologies driving global innovation.
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Professional Investors
Active ETFs: What's behind the appeal?
Active ETFs: What's behind the appeal?
Beyond the index
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