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Institutional Investors
Code, carbon, kilowatts: AI's hidden toll and the race to green the grid
Code, carbon, kilowatts: AI’s hidden toll and the race to green the grid
Data-centre investment reached $580bn (USD) in 2025, putting AI on track to become one of the world's...
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Professional Investors
UK politics: Continuity priced in, risks simmer
Why Andy Burnham's smooth succession may be less reassuring than it looks
UK politics: Continuity priced in, risks simmer
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Professional Investors
Are UK Stocks a Value Trap or a Value Opportunity?
UK stocks: Value trap or value opportunity?
A decade after Brexit, could UK equities be poised for a bounce back?
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Professional Investors
The value of true MPS partnership in delivering client outcomes
The value of true MPS partnership in delivering client outcomes
Strong MPS frameworks are only part of the solution. How can an effective partnership help advisers focus...
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Professional Investors
Quarterly Investment Update: Half-time report
As the first half of the year ends, what’s Rathbones' assessment?
The closure of the Strait of Hormuz kept inflation high in the first half of this year, but corporate...
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Professional Investors
AI moves into the real economy
AI’s next chapter: Beyond the tech giants
Earnings opportunities are shifting from a narrow set of leaders to the broader real economy.
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Professional Investors
The income imperative: why high dividend equities belong at the core of every portfolio
The income imperative: Why high dividend equities belong at the core of every portfolio
High dividend equities can offer income, downside protection and inflation resilience.
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Professional Investors
Rebuilding confidence in UK growth
Why UK growth companies deserve fresh attention
Years of disruption have created a significant disconnect in the UK equity market.
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Professional Investors
Fidelity Answers: Where should I look if I need to play defence?
Fidelity Answers: Where should I look if I need to play defence?
There is a rotation happening here, but it may not be the one you think.
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Professional Investors
Fixed-Income Midyear Outlook: Six Ways to Put Volatility to Work
AllianceBernstein: Six ways bond investors can turn volatility to their advantage
Asset manager sets out fixed income playbook as oil shock and rate uncertainty reshape the outlook for...
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Professional Investors
2026 Midyear Market Outlook
Five shifts reshaping markets
The old investment order is giving way to one that is more fragmented, physical, and selective.
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Professional Investors
The IPO wave reshaping the European defence sector
The IPO wave reshaping the European defence sector
Why does 2026 mark a watershed year for European defence equity?
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