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Professional Investors
Balancing growth and valuation in Indian equities
Balancing growth and valuation in Indian equities
Is India’s strong economic growth enough to justify its high equity valuations?
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Professional Investors
Democratising private markets: new opportunities for retail investors
Democratising private markets: new opportunities for retail investors
How are regulatory changes enabling retail investors to access private markets traditionally reserved...
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Professional Investors
How high valuations and fiscal risks could reshape US equity markets
How high valuations and fiscal risks could reshape US equity markets
Is US market dominance sustainable, or are extreme valuations setting the stage for a reversal?
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Institutional Investors
Endgame strategies for defined benefit pension schemes
Endgame strategies for defined benefit pension schemes
In this video, Matthew Arends, partner and head of retirement policy at Aon, explores the full range...
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Institutional Investors
Fixed income outlook update: the market comes out swinging
Fixed income outlook update: the market comes out swinging
Patience will be crucial in 2025 to navigate uncertain market shifts. With yields driven by rising risk-free...
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Professional Investors
Revisiting the total return kings: lessons for investors
Revisiting the total return kings: lessons for investors
What can investors learn from revisiting the total return kings?
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Professional Investors
Why investor appetite for thematic ETFs is shifting
Why investor appetite for thematic ETFs is shifting
Why did thematic ETFs experience their first year of outflows in a decade, and what’s next for the sector?...
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Professional Investors
The future of fixed income: key themes for the next decade
The future of fixed income: key themes for the next decade
What fixed income themes will define the next ten years for investors? Professional investors only.
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Professional Investors
AI agents and robotics: key drivers of future technology
AI agents and robotics: key drivers of future technology
How are AI agents and robotics shaping the future of technological innovation?
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Professional Investors
Are US growth stocks overvalued, or do they still have room to run?
Are US growth stocks overvalued, or do they still have room to run?
Are US growth stocks still investable, or is it time to shift toward value?
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Professional Investors
Challenges ahead: sustaining US equity outperformance
Challenges ahead: sustaining US equity outperformance
After a decade of remarkable U.S. equity outperformance, investors face the challenge of anticipating...
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Institutional Investors
Key reforms transforming defined contribution pensions in 2025
Key reforms transforming defined contribution pensions in 2025
What key reforms and trends are set to shape defined contribution (DC) pensions in 2025?
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