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Asia's structural tailwinds come into sharper view
Asia's structural tailwinds come into sharper view
Asia-Pacific has been the region most severely impacted by the energy supply shock since the Middle East...
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Professional Investors
Why consider European real estate?
Why consider European real estate?
Explore the trends reshaping European real estate opportunities today.
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Professional Investors
New horizons in private credit: Why infrastructure debt stands out today
New horizons in private credit: Why infrastructure debt stands out today
Infrastructure debt offers a differentiated, diversifying source of yield – backed by essential assets,...
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Professional Investors
Three reasons to stick with growth stocks in rotating markets
Three reasons to stick with growth stocks in rotating markets
Market forces that have challenged profitable-growth stocks could set the stage for a recovery.
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Professional Investors
Preparing for regime change: The role of natural resources equities
Preparing for regime change: The role of natural resources equities
Natural resources equities can mitigate vulnerability to equity market-regime shifts. The asset class...
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Professional Investors
The seven deadly sins of investing
The seven deadly sins of investing
Peter Smith delves into seven common behaviours that can be damaging for investment returns – and explains...
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Professional Investors
Asia multi-asset in a fragmented world
Asia multi-asset in a fragmented world
Why Asia now: a more resilient opportunity set against heightened global volatility.
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Professional Investors
Geopolitical tensions: Markets tend to price risk, not hope
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...
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Professional Investors
Nikkei rally driven by tech sentiment
Nikkei rally driven by tech sentiment
The record surge reflects the tech capex boom more than the yen’s weakness.
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Professional Investors
The real risk isn't bitcoin volatility, it's underexposure
The real risk isn't bitcoin volatility, it's underexposure
Despite high volatility, bitcoin’s low correlation with traditional assets and asymmetric return profile...
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Professional Investors
Private companies outlook: growth beyond buyout and venture
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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Professional Investors
Discover US opportunities amid the uncertainty
Discover US opportunities amid the uncertainty
Hear from US investment specialists on the trends that matter most.
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