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Institutional Investors
Is it time to consider your credit allocation ahead of buyout?
Is it time to consider your credit allocation ahead of buyout?
Many defined benefit pension schemes use investment-grade corporate credit allocations to help manage...
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Professional Investors
There are real limits to passive investing for net zero
There are real limits to passive investing for net zero
For all convenience that climate index funds afford, the indices they track come with a number of flaws....
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Professional Investors
Asia ex-Japan 2024 Outlook: compelling valuations and fundamentals
Asia ex-Japan 2024 Outlook: compelling valuations and fundamentals
Where T. Rowe Price sees opportunities in Asia ex-Japan equities.
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Professional Investors
UK Economy No Longer Looks Like an Outlier
UK Economy No Longer Looks Like an Outlier
Many thought the UK economy was exceptional, but it has now converged – a timely reminder that, for investors,...
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Professional Investors
UK companies are 'eating themselves'
UK companies are 'eating themselves'
Share buybacks transfer wealth to patient shareholders.
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Professional Investors
What comes after peak interest rates?
What comes after peak interest rates?
Interest rates are expected to fall from their peak but remain elevated for some time.
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Professional Investors
Four charts: the 'golden buying opportunity' in UK smaller companies
Four charts: the 'golden buying opportunity' in UK smaller companies
Valuations have yet to reflect improving perceptions.
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Institutional Investors
Is the 'unstoppable' green energy transition now financially viable?
Is the 'unstoppable' green energy transition now financially viable?
New research into the supply side of the energy transition.
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Professional Investors
Government bond issuance boom to pressure yields higher
Government bond issuance boom to pressure yields higher
A flood of new global sovereign debt will affect market dynamics.
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Professional Investors
Why are investors shunning the 'highest yields in our careers'?
Why are investors shunning the 'highest yields in our careers'?
Investors could be leaving returns on the table
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Professional Investors
Are natural capital investments at risk of rising interest rates?
Are natural capital investments at risk of rising interest rates?
Natural capital has unique supply-demand dynamics and the response to rising rates may not be the same...
Professional Investors
What is pound cost averaging?
What is pound cost averaging?
With more investors putting their money into cash, are they missing an opportunity with pound cost averaging?...
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