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Institutional Investors
Is there haven potential in corporate bonds?
Is there haven potential in corporate bonds?
Short-dated sterling corporate bonds offer a compelling opportunity in the current uncertain landscape....
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Professional Investors
High yield is approaching an inflection point
High yield is approaching an inflection point
Security selection is imperative in an environment of higher credit volatility.
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Professional Investors
Offense and defense – health care offers exposure to both worlds
Offense and defense – health care offers exposure to both worlds
Few sectors offer defensive characteristics and attractive growth potential.
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Professional Investors
Despite the storm, there are reasons to like European bank bonds
Despite the storm, there are reasons to like European bank bonds
Attractive valuations and resilient fundamentals support the sector.
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Professional Investors
The inflation challenge: UK unemployment will need to rise to at least 6%
The inflation challenge: UK unemployment will need to rise to at least 6%
Only a labour market downturn will solve the UK’s inflation problem.
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Professional Investors
What next from the Fed?
What next from the Fed?
Amid an outlook for slower growth and more moderate inflation, the Fed remains coy on further rate increases....
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Institutional Investors
Three companies with the potential for climate-friendly returns
Three companies with the potential for climate-friendly returns
We believe these issuers are leading the fight against climate change.
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Professional Investors
Multi-Asset Investing: Has its time come?
Multi-Asset Investing: Has its time come?
Over the past decade, put simply, diversification was not rewarded - but is that about to change?
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Institutional Investors
Bonds should benefit from a rate-hiking pause
Bonds should benefit from a rate-hiking pause
Core government bonds and investment grade corporates look more appealing.
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Finding returns for the next 5-7 years
Finding returns for the next 5-7 years
With rising interest rates and inflation impacting markets, where should investors look for returns?...
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Professional Investors
What is really driving inflation?
What is really driving inflation?
Inflation is remaining stubbornly high in most advanced and emerging economies - why is this the case?...
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Professional Investors
Where does 'investing' end and 'trading' start?
Where does 'investing' end and 'trading' start?
The average investment time horizon is deceasing, but in doing so are investors missing out on long-term...
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