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Professional Investors
The AI trade: Adoption is accelerating
Fidelity's Silicon Valley trip: Every AI company thinks it's going to be a winner
Our investment teams met 21 companies over four days, surveyed nearly 100 analysts, and paired it with...
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Professional Investors
SpaceX: why US Growth invested at the IPO
Why did Baillie Gifford's US Growth team back SpaceX at IPO?
The case for owning SpaceX before its bigger markets become fully visible.
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Professional Investors
There's a New Sheriff in Town: Culture Change at the Fed
Kevin Warsh's Fed: What a shift in policy inputs means for bonds and equities
The new Fed chair is questioning Core PCE as the primary inflation measure.
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Professional Investors
Later life planning for clients: What IFAs need to consider now
Later life planning: What do IFAs need to consider?
Rising care costs, evolving pension rules and potential inheritance tax changes mean advisers need a...
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Professional Investors
Thinking Emerging Markets? Think Small
Do emerging market small caps deserve a place in portfolios?
As global investors look to broaden their opportunity set, emerging markets small caps may offer a differentiated...
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Professional Investors
What's Hot: Why the July Iran flare-up reinforces the strategic case for commodities
Iran flare-up reinforces the strategic case for commodities
The latest escalation in the Iran war highlights how quickly market expectations can shift.
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Professional Investors
The tax and spending choices facing Andy Burnham
IFS: Burnham's tax options are running out
The new prime minister's fiscal choices will shape client conversations for months to come
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Professional Investors
MPS July Update
How did Quilter Cheviot's MPS strategies perform in a volatile Q2?
A review of Q2's defining themes, strategy performance and the latest portfolio positioning from the...
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Professional Investors
Emerging Markets in Focus: The Opportunity Ahead
Dodge & Cox: EM stocks trade at a 20-year discount
Faster earnings growth and AI exposure make the case for a fresh look at emerging markets.
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Professional Investors
The Evolving Nature of Equity Quality in the Age of AI
How AI is reshaping the definition of equity quality
Investors must determine what the AI capital-spending surge means for long-term business durability....
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Professional Investors
Dividend Growers: The Importance of Yield-on-Cost
Looking beyond dividend yield
While current yield is a key consideration, Lord Abbett thinks it is essential to focus on the potential...
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Professional Investors
Finding quality in emerging markets
Can emerging markets continue to deliver on their promise?
Fidelity International's ETF team examine how emerging markets have performed this year and discuss why...
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