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Financial Advice
The Magnificent Seven Stock Rally Makes Sense
Earnings and the outlook for tech stock growth support the move higher in stocks.
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Investment Management
Can strategic fixed income positioning unlock higher yields?
Fixed income investors are in a phase where rate cuts are the next big move to play for and strategic fixed-income positioning can help unlock income and returns in a rate-cutting cycle.
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Financial Advice
6 key themes to watch in commodities markets
Commodities' 2024 story hinges on China's demand, India's rise, potential conflicts, the energy shift, extreme weather, and the path of inflation and the dollar.
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Investment Management
The US economy has defied recession. What now?
A “soft landing” is undoubtedly positive, but there are reasons to be cautious.
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Financial Advice
Three things to know about private markets
In uncertain market conditions, investment in private markets can mean stability, return and income potential, and resilience.
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Investment Management
What does higher for longer mean for private equity?
Private equity holds strong despite "3D Reset" causing inflation and interest rate hikes.
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Financial Advice
Can AI lead thematic investing back to glory?
Thematic investing could be poised for a standout year for cloud, cybersecurity, 5G and genomics.
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Financial Advice
Is Vietnam the next Asian tiger?
Tailwinds are gathering to support another major leap.
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Financial Advice
Building resilient multi-asset portfolios
Identifying companies with quality attributes can help build resilient multi-asset portfolios.
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Financial Advice
Unlock the potential of data to grow your business
The ability to maximise the potential of data when managing portfolios is one of the key factors that separates successful asset managers from those that fall by the wayside.
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Investment Management
Connecting people to water: A vision for a conservation movement
Aquatic alliances can work to support ocean sustainability.
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Pensions
Understanding the impact of ‘pot for life’ proposals
Proposals to introduce member choice and stapling in workplace pensions in the UK have the potential to profoundly change the market for savers, employers, and providers.
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