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Professional Investors
Value vs growth: Have we seen this story before?
Value vs growth: Have we seen this story before?
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Institutional Investors
What is lurking in your blind spot when you make DB pension strategy decisions?
Are hidden systemic risks undermining your DB pension strategy?
Why trustees must look beyond scheme-level risks to protect funding strategies and long-term member outcomes....
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Professional Investors
Magnificent 7 earnings: AI expectations are being tested
Magnificent 7 earnings: AI expectations are being tested
The Magnificent Seven's latest results reveal which technology giants are turning the AI boom into profits - and which still have something to prove
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Professional Investors
Monthly Digest: Seasonal scares
Navigating seasonal scares: coping with investment risk
How should investors navigate the triple threat of AI capex doubts, monetary tightening, and geopolitical conflict?
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Professional Investors
The convergence of public and private markets — part 3
Connecting public and private markets: The asset manager’s edge
Can asset managers turn public and private market convergence into a true investment advantage?
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Professional Investors
Three market risks bolster the case for defensive equities
Navigating market turbulence: The defensive equity case
Can quality defensive stocks protect portfolios as AI capex financing and interest rate pressures mount?
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Institutional Investors
The resource crunch: conflict, AI and the race for energy, metals and food
AI, conflict and supply shortages: Is a new commodities supercycle emerging?
Ninety One examines how mounting pressure on global resources is reshaping the investment outlook.
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Professional Investors
Africa: finding opportunity across equity and bond markets
African equities and bonds: Are investors overlooking a long-term opportunity?
M&G examines the investment case for African markets and why local expertise matters.
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Professional Investors
What is beyond the earnings boom?
What is beyond the earnings boom?
Two factors lead Morgan Stanley’s analysts to question the quality of the market’s earnings growth this...
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Professional Investors
What are the implications of the security supercycle?
What are the implications of the security supercycle?
Global rearmament is reshaping industrial policies and drawing new sectors into the defense economy, with far-reaching implications for businesses and investors, says a recent report from Goldman Sachs.
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Professional Investors
Oil, chips and hikes: Q3 Economic review
Oil, chips and hikes: Q3 Economic review
Why hasn’t the energy shock dented global growth yet? Royal London Asset Management takes stock in its Q3 economic review.
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Professional Investors
Finding opportunities in Asia equities amid the selloff
Asian equities: Has the recent selloff created new investment opportunities?
J.P. Morgan examines where valuations and earnings prospects may justify renewed investor interest.
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