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Professional Investors
Trump, tariffs and turbulence: lessons for smoother investing
Can investors weather the next wave of market turbulence?
Trump’s tariff policies and geopolitical uncertainty are putting investment resilience and client confidence...
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Professional Investors
Market View Why rising interest rates may not reward UK savers
Why the Bank of England's latest rate rise may not benefit UK savers
Higher interest rates may not translate into better outcomes for savers.
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Professional Investors
Quick Thoughts: The AI Selloff and Portfolio Implications
AI selloff exposes concentration risks across investment portfolios
Why recent market volatility raises questions for equity, credit and multi-asset investors.
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Professional Investors
Electricity stocks: Ready to bounce?
Could electricity stocks be poised for a powerful rebound?
Redwheel: Falling valuations, stronger earnings and the prospect of peaking interest rates are reshaping...
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Professional Investors
AI debt: Heads you don't win, tails you lose
The high-yield AI trap: The race to fund AI infrastructure
Artemis explores why credit investors face capped upside and full downside risks.
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Professional Investors
Nvidia Lost Its Top Spot to Apple. What Does History Tell Us About No. 1 Stocks?
What happens when the market's biggest stock loses its crown?
Nvidia's fall behind Apple offers a timely opportunity to examine a century of changing market leadership...
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Professional Investors
2026 US midterm elections: catalyst without a cause
Could the US midterm elections put markets on course for a major reassessment?
Political change may reshape fiscal policy and market sentiment, but deeper questions around inflation,...
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Professional Investors
Could French bond stress change the ECB's course?
Could French bond stress change the ECB's course?
France’s fiscal and political risks are putting pressure on its government bonds. Robeco experts examine how wider French bond spreads could affect the ECB’s interest rate outlook and what this means for sovereign bond investors.
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Professional Investors
Absolute return: Dispersion and opportunity in an era of disorder
Absolute return: Dispersion and opportunity in an era of disorder
Ben Wallace, portfolio manager at Janus Henderson, discusses how he sees a market becoming less forgiving, but more interesting, as widening stock dispersion creates fresh opportunities for absolute return investors.
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Professional Investors
Flying cars and fragile markets
Flying cars and fragile markets
Space travel might be a luxury granted to few but society’s most affluent, but a flying car, now that’s a completely different matter altogether.
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Professional Investors
The investable transition: Why the energy transition will happen at the speed of economics, not ambition
The investable transition: Why the energy transition will happen at the speed of economics, not ambition
In this report, Alistair Ray, Chief Investment Officer of Dalmore Capital, shows why that is the good...
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Professional Investors
Asset Allocation Outlook
Where should investors position portfolios as market risks and opportunities shift?
Wellington maintains a measured stance on equities while identifying opportunities in emerging markets,...
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