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Investment Management
Geopolitical tensions: Markets tend to price risk, not hope
When uncertainty rises, they tend to price risk first, often before outcomes are clear. The renewed tensions in the Middle East are a reminder of that dynamic, bringing energy risk, inflation concerns...
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Pensions
The corporate pensions paradox
Workplace pensions are one of the most significant benefits employers fund. But if employees are not engaging with their pension, setting clear goals or understanding the support available, that investment...
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Pensions
2030 Ready: From commitment to deployment
Scaling pension fund investment in the UK economy.
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Pensions
The tax treatment of state pensioners
The majority of UK pensioners will miss out on the Government’s income tax exemption from 2027.
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Pensions
Britain is undersaving for retirement warns Pensions Commission
The Pensions Commission has published its interim report on the state of retirement saving in the UK, setting out the key challenges facing the current system and where it will focus its work next.
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Investment Management
April sees investors return to European ETFs
How did Active ETFs perform last month?
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Investment Management
Nikkei rally driven by tech sentiment
The record surge reflects the tech capex boom more than the yen’s weakness.
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Investment Management
Can value stocks offer resilience to AI disruption?
Value companies tend to either benefit or buffer as AI uncertainties play out.
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Investment Management
Emerging Market Debt Indicator – April 2026
Ninety One's EM Debt team shares its latest outlook and positioning across the investment universe.
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Investment Management
The real risk isn’t bitcoin volatility, it’s underexposure
Despite high volatility, bitcoin’s low correlation with traditional assets and asymmetric return profile have historically improved 60/40 global portfolio outcomes. Evidence suggests allocation size and...
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Investment Management
Investing in an age of AI disruption
Is it too soon to identify the winners and losers in the AI revolution?
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Investment Management
Private companies outlook: growth beyond buyout and venture
Why growth may offer a more promising path as buyout and venture face tougher returns.
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