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Professional Investors
I Tried to Prove AI Was a Bubble. The Evidence Made Me More Bullish.
Is the AI boom a bubble, or the beginning of a decade-long investment opportunity?
Strong earnings and accelerating adoption are challenging the bubble narrative, but rising valuations...
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Professional Investors
Volatility returns as investors question the AI boom
Volatility returns as investors question the AI boom.
Cazenove Capital November views at a glance
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Professional Investors
El Niño, global warming and war: A perfect storm for food security?
Why should investors prepare for a global food security shock?
Extreme weather, geopolitical conflict and disrupted trade routes are adding to pressure on global food...
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Professional Investors
Market Pulse November
Market Pulse: Global growth and earnings strength to remain resilient in 2027
Goldman Sachs sees potential across equities in developed and emerging markets, where broadening earnings and themes around AI, defense, and economic security reinforce the case for global diversification and active stock selection
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Professional Investors
UK in Focus: Still standing...
Still standing: How resilient is the UK economy?
The UK economy has continued to grow at pace, although there are signs of a two-speed economy
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Professional Investors
Emerging markets: following the evidence, not the crowd
Emerging markets: following the evidence, not the crowd
Artemis examines why proprietary screening points to an allocation mismatch in global equity benchmarks.
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Professional Investors
Amid the Crisis in France, Are Bank Stocks Attractive Buys?
Are French bank stocks an overlooked opportunity amid political turmoil?
Strong third-quarter earnings and discounted valuations are putting BNP Paribas, Société Générale and...
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Professional Investors
 Tin hats and tunnel vision: Equities and higher yields
Tin hats and tunnel vision: Equities and higher yields
With sovereign bond yields lurching higher, investors have understandably questioned whether higher yields pose a threat to equity markets
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Institutional Investors
https://www.bny.com/investments/uk/en/institutional/news-and-insights/chart-of-the-week/play-the-long-game.html
The power of staying invested: Why time in the market matters
While headlines and short-term perspectives can lead investors to try and time the market, investors have historically been rewarded by playing the long game
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Professional Investors
Trump, tariffs and turbulence: lessons for smoother investing
Can investors weather the next wave of market turbulence?
Trump’s tariff policies and geopolitical uncertainty are putting investment resilience and client confidence...
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Professional Investors
Market View Why rising interest rates may not reward UK savers
Why the Bank of England's latest rate rise may not benefit UK savers
Higher interest rates may not translate into better outcomes for savers.
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Professional Investors
Quick Thoughts: The AI Selloff and Portfolio Implications
AI selloff exposes concentration risks across investment portfolios
Why recent market volatility raises questions for equity, credit and multi-asset investors.
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