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Professional Investors
Is your portfolio keeping up? The case for alternatives.
Are traditional portfolios diversified enough for the next decade?
Why alternatives could provide access to new growth opportunities and more differentiated sources of return.
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Professional Investors
A capex cycle comparison:  AI boom v dot-com bubble
Is the AI investment boom repeating the mistakes of the dot-com bubble?
Record capital expenditure is driving growth, but questions remain over returns, financing and market concentration.
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Professional Investors
The triumph of the optimists
Is market optimism getting ahead of economic reality?
Geopolitical developments are shifting investor sentiment, but underlying economic risks remain.
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Institutional Investors
Does a pension make sense if you pay inheritance tax on it?
Does a pension make sense if you pay inheritance tax on it?
Are pensions still the best place for money you want to pass on to your children?
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Professional Investors
BoE policy shift sends ripples across financial landscape
Inflation shock: BofE policy shift sends ripples across financial landscape
Morningstar: Inside the MPC's 8-1 vote, Middle East energy pressures, and what lies ahead for 2027
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Professional Investors
Mind the Gap: The Hidden Drag of Index Rebalancing
Mind the gap: The hidden drag of corporate bond index rebalancing
How rigid reconstitution dates erode returns—and how flexible execution recovers value
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Professional Investors
Where next for interest rates?
Where next for interest rates following hike?
Inflation, wage growth and economic uncertainty continue to complicate the Bank of England’s decisions.
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Institutional Investors
What Do 5% Rates Mean for Pensions?
Could 5% interest rates change the outlook for pension scheme investment strategies?
Higher yields create new opportunities and challenges for pension funds navigating the changing rate environment.
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Institutional Investors
Macro signposts? Is AI Crowding Out the Rest of the Economy?
Is the AI investment boom coming at a cost to the wider economy?
PIMCO examines how surging AI spending is reshaping US growth, interest rates and credit markets.
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Professional Investors
Consumer Duty: A pre-flight checklist for multi-asset solutions
Consumer Duty: A pre-flight checklist for multi-asset solutions
Multi-asset propositions aim to provide advisers with an assortment of solutions that ensure portfolios fit in with individual client circumstances, says Aberdeen's Dave Fewtrell, Head of UK Retail, Investments.
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Institutional Investors
Is a default ever really a default? The challenge of designing retirement defaults
The default dilemma: The challenge of designing retirement defaults
Inside Smart UK’s vision for pot consolidation, flexible decumulation, and phased retirement
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Institutional Investors
Investment Uncut: The Quick Take on investing in a world of surpluses with Steve Hodder and David Wrigley
Rethinking strategies: Investing in a world of DB pension surpluses
Inside scheme run-on options, trustee vs. sponsor priorities, and flexible asset allocation
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