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Investment Management
Policy drives Europe’s defence push
The sector offers long-term investment potential, in war or peace.
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Investment Management
Level up your portfolio with Japanese content
Capitalise on Japan’s content ecosystem and its global reach.
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Investment Management
Spending sparks opportunities in industrials
Could European industrials deliver despite US tariffs?
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Investment Management
Insurance stocks revel after rally
Will stocks keep delivering after a strong year?
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Investment Management
Where are the opportunities amidst slowing global growth?
US growth is slowing, but recovery elsewhere is picking up pace.
Investment Management
How did tariffs transform the ETF landscape?
Investors are rethinking their ETF strategies in response to market shifts.
Investment Management
Structural shifts boost EM debt
Emerging market debt has demonstrated resilience amid market turbulence.
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Investment Management
AI, uncertainty, and opportunity ahead of 2026
Investors face volatility, but innovation and Europe’s growth potential offer support.
Investment Management
The 60/40 debate: Is it still relevant?
Equity-bond diversification is still a strong strategy for investors.
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Investment Management
Active advantage on short-term opportunities
Is flexibility the key to strong returns?
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Investment Management
A dose of clarity for pharma investors
European pharmaceuticals have dodged steep tariff threats.
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Investment Management
US PPI shock sends yields higher
Are inflation surprises putting rate cuts at risk?
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