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Investment Management
Private assets: Owning change in a transforming world
Where do the long-term opportunities for private capital lie?
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Investment Management
Beyond the mega-caps: Opportunities in global equities
Columbia Threadneedle Investments maintain a constructive outlook for equities, with a broadening of opportunities for selective investment, backed by disciplined diversification.
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Investment Management
Fiscal expansion to propel US economy in multispeed world
US economy expected to outperform in 2026, but other regions may lag as tariffs weigh on manufacturing.
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Investment Management
Sticky, not scary: Why investors shouldn’t fear inflation
Liam O’Donnell, who leads the Artemis fixed income team's strategy on macro and rates, believes sticky inflation will keep policy rates elevated and the cutting cycle is almost over.
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Investment Management
2026: A year for optimism – not complacency
Exciting opportunities exist, but global tensions and market risks remain…
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Investment Management
Is a total portfolio approach the answer to market uncertainty?
How does it differ from a strategic asset allocation framework?
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Investment Management
AI acceleration drives huge infrastructure demand
Amid economic and global uncertainty, the need for infrastructure investment remains.
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Investment Management
Falling rates, tight credit: Fixed income in 2026
Fixed-income investors face falling rates, tight spreads and a fragile labour market. The playbook requires locking in yield and managing duration, while staying vigilant on credit quality.
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Investment Management
What lies ahead for investors in 2026?
Following the turbulence and uncertainty of 2025, what do investors need to be aware of this year?
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Investment Management
Private credit endures across environments
How do floating-rate structures offer yield protection?
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Investment Management
Does ignoring history put investors at risk?
Knowledge of the past can give investors an edge in identifying future market shifts.
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Investment Management
Elements of change: Investing in an uncertain world
Analysing the new era of market dynamics through Royal London Asset Management’s elemental framework.
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