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Professional Investors
Why Quality Stocks Still Matter in Today's Market
Do quality stocks still matter in today’s market?
After several years of lagging market leadership, quality-oriented equities may offer an attractive entry...
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Professional Investors
Hyperscalers: A scramble to raise capital
Hyperscalers are reshaping corporate bond markets to fund AI infrastructure
Giant tech companies are increasingly turning to international markets as they look to finance trillions...
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Professional Investors
From geopolitical shocks to structural repricing
How geopolitical shifts are driving structural repricing across asset classes
As energy security, supply-chain resilience and reserve diversification reshape capital flows, investors...
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Professional Investors
Natural Gas – growing source of global energy and uncertainty
Natural Gas: A growing source of global energy and uncertainty
Despite the declining use of coal and, over the longer term, oil, natural gas continues to play a significant...
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Professional Investors
Midyear Review: From Spring Slump to Summer Surge
From spring slump to summer surge
The US market struck fresh highs near the year’s midway point, rallying after taking a downward turn...
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Professional Investors
Half-Time Outlook 2026-27: AI holds the score, growth slows to +2.5%
Global growth expected to slow to 2.5%, says Allianz
As the Middle East conflict de-escalates – despite temporary flare-ups – Allianz expects a mild slowdown...
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Professional Investors
Geopolitical fragmentation raises risk premium
Fragmentation premium: Markets recalibrate for a divided world
As efficiency gives way to security, investors face a steeper cost for geopolitical risk
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Professional Investors
Artificial Intelligence: Ten Investment Truths
Ten truths defining the AI era
Morgan Stanley's latest Big Picture article covers ten investment truths about AI: from the extraordinary...
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Professional Investors
US Equities: What's Hiding Beneath the Market's Headline Returns?
What’s hiding beneath US equities' headline returns?
Investors who look below the surface may discover opportunities beyond the AI superpowers.
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Professional Investors
What do the World Cup and investing have in common?
What do the World Cup and investing have in common?
JM Finn Investment Director Andrew Mann uses the World Cup as a framework to assess where UK stocks stand...
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Professional Investors
How AI is Shaping the Small-Cap Space
Why Goldman Sachs AM sees the next AI winners emerging in small caps
Portfolio managers Greg Tuorto and Jessica Katz set out four sectors where AI exposure is building outside...
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Professional Investors
Europe's AI sovereignty needs an infrastructure backbone
Europe’s AI sovereignty needs an infrastructure backbone, says WisdomTree
AI sovereignty is turning into a physical build-out challenge for Europe.
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