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Investment Management
Exploring the capital-intensive turn in cloud infrastructure
As hyperscalers chase AI dominance, investors must weigh growth potential against obsolescence risk.
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Investment Management
Patient-centric health care firms show their strength
Why have some large health care companies underperformed?
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Investment Management
How long will the emerging market equity rally last?
Investor strategies in emerging markets have changed.
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Investment Management
Why the current yield environment favours sustainable bonds
How has sustainable fixed income become a core part of modern portfolios?
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Investment Management
Should investors look to China?
Ernest Yeung, Portfolio Manager, highlights examples of countries and industries where he’s seeking to identify forgotten stocks.
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Investment Management
Is AI a bubble waiting to burst?
Equity markets continue to hit fresh all-time highs despite concerns over geopolitics, valuations, inflation, economic growth and many other perennial worries.
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Investment Management
Equity opportunities in the US financial sector
Justin White, Portfolio Manager at T. Rowe Price, comments on the current health of the US equities market.
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Investment Management
Is outlearning value destruction the key to lasting private equity success?
Operational excellence is powering private equity growth.
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Investment Management
Battling the elements: will climate change reshape defence spending?
From jet engines to toll roads, shifting climates are reshaping military readiness and infrastructure resilience.
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Investment Management
US small-caps face uncertainties
Portfolio Manager Matt Mahon assesses the current environment for US smaller companies.
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Investment Management
MPS personalisation is coming to advisers and their clients
MPS has transitioned from simple offerings to all-round solutions, and this evolution has better consideration of advisers’ needs and wants reflected in their design.
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Investment Management
Emerging market debt delivers despite outdated doubts
Why is the asset class still misunderstood?
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