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Professional Investors
Position for growth with emerging markets equities
Position for growth with emerging markets equities
Emerging markets equities are offering a rare mix of attractive valuations, stronger growth and improving...
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Professional Investors
Growth: now, then and always
Capturing growth in a changing world
Retail flows, geopolitics and AI are reshaping markets, but patience and access still matter.
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Professional Investors
From accumulation to decumulation:
From accumulation to decumulation: Reframing retirement investing
The risks that matter most in retirement are fundamentally different from those accumulation portfolios...
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Professional Investors
Five client-led shifts reshaping European wealth management
The vital shifts reshaping European wealth management
Changing consumer preferences are disrupting and transforming the industry in Europe, highlighting the...
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Institutional Investors
HALO Stocks in Emerging Markets Could Extend Rally as Heavy Industries Surge
Why capital-intensive emerging market stocks are attracting fresh attention
Could "HALO" stocks supercharge your emerging market allocation?
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Professional Investors
Political musical chairs is not what the UK needs
Political musical chairs is not what the UK needs
Seven prime ministers in a decade - and counting
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Professional Investors
Short on oil, shorter on compute power
Short on oil, shorter on compute power
While the full impact of supply chain disruption may still lie ahead, Polar Capital's Jorry Nøddækker...
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Professional Investors
Thematic Equity Investing in a World of Disruption and Realignment
Thematic equity investing in a world of disruption and realignment
The evolving nature of disruption is creating new innovators and market leaders.
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Professional Investors
Looking beyond AI's leaders
Looking beyond AI's leaders
Artemis examines where investors may find opportunities as AI adoption broadens across the economy.
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Professional Investors
2026 Midyear Investment Outlook
2026 Midyear Outlook: Investing through uncertainty
Capital Group's latest Outlook report offers actionable insights into global markets
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Professional Investors
Navigating concentration and evolving market leadership
Navigating concentration and evolving market leadership
Portfolio manager Anthony Srom outlines how Fidelity Asia Pacific Opportunities remains focused on disciplined,...
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Professional Investors
Emerging markets are in pole position in the resources race
Emerging markets are in pole position in the resources race
With many of the key inputs for AI infrastructure and renewable energy located in emerging economies...
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