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Institutional Investors
Bridge to buyout: an alternative path for DB schemes
Bridge to buyout: an alternative path for DB schemes
As affordability pressures and insurer capacity constraints delay transactions for some schemes, bridge-to-buyout...
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Institutional Investors
Public vs. private equity: The widest equity return gap in two decades
Public vs. private equity: The widest equity return gap in two decades
Private equity can no longer count on rising valuations and must now drive returns by growing the underlying...
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Institutional Investors
Emerging markets are not what they used to be, neither should their allocation
How AI is reshaping the case for emerging markets in pension portfolios
J O Hambro argues the asset class has fundamentally changed — and trustees' allocations should reflect...
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Institutional Investors
L&G's midyear global outlook: AI vs geopolitics
Midyear global outlook: AI vs geopolitics
As AI rewires capital markets and geopolitical rivalry deepens, L&G's CIO sets out why resilience — not...
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Institutional Investors
Defensive equity: a DC strategy for today and tomorrow?
Defensive equity: A DC strategy for today and tomorrow?
As defined contribution pensions mature, there is a growing focus not only on how members build their...
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Professional Investors
Looking beyond AI's leaders
Looking beyond AI's leaders
Artemis examines where investors may find opportunities as AI adoption broadens across the economy.
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Professional Investors
Artificial Intelligence – the environment's ally
Artificial Intelligence – the environment’s ally
AI’s prowess is being used to address the major issues that have hindered our planet for decades.
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Professional Investors
Probing the pitfalls of passive investing in short dated bonds
Probing the pitfalls of passive investing in short dated bonds
Short-dated investment grade credit is a compelling opportunity today - offering an attractive income...
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Professional Investors
Why the bidders are circling UK mid caps
Why the bidders are circling UK mid caps
Schroders' long-held view that UK mid cap companies are significantly undervalued is increasingly being...
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Professional Investors
Three themes for the second half of 2026
Three themes for the second half of 2026
From Middle East uncertainty to emerging market opportunities — a measured roadmap for the months ahead...
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Professional Investors
How experience beats instinct in volatile markets
How experience beats instinct in volatile markets
Baillie Gifford's Steven Hay explains how lessons from a 40-year-old investment strategy are helping...
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Professional Investors
GBP Falls and FTSE 100 Stocks Wobble After Andy Burnham By-Election Victory
Burnham Effect: What the Makerfield result means for UK markets
Stocks, bonds, and currency markets opened lower as investors weigh the prospect of political change...
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