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Investment Management
The opportunities in the next generation of emerging markets
The manufacturing winners of the last 20 years such as China and Korea look set to be challenged by the next generation of emerging markets (NGEN).
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Financial Advice
What’s next for Eurozone banks?
Eurozone banks have experienced significant gains in recent months, but with Q3 approaching, the question remains whether they can sustain this momentum.
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Investment Management
The case for active investing in uncertain times
Economic uncertainty creates active investing opportunities – how asset managers can thrive in the new world of higher rates, greater dispersion and heightened volatility.
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Financial Advice
Can gold hold its value?
Explore how the enduring value of gold amid inflation and geopolitical instability presents significant investment opportunities in today's uncertain economic environment.
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Financial Advice
How automation is streamlining buy-side trading
Automation is reshaping buy-side trading, offering significant efficiency gains for asset managers.
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Financial Advice
Global semiconductor midyear outlook
After turmoil through 2023 across most cyclical semiconductor markets — as the sector grappled with inventory gluts, weak end-market demand and geopolitical tensions — optimism for a slow but steady recovery...
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Financial Advice
Chopping and changing in mixed assets
While flexible fund managers can make significant changes in asset allocation, that doesn’t mean they have to in order to deliver long-term value.
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Investment Management
What investors can learn from Alaskan crab fishermen
There is a dividing line between job risk and job pay – or, in the markets, company quality and company price.
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Investment Management
Lessons learned from SVB collapse
Duration management, or rather the lack of it, was a key factor in Silicon Valley Bank (SVB)'s collapse. Professional investors only.
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Financial Advice
US equities lead sustainable investments
The first half of 2024 saw significant shifts in sustainable investment flows, with US equity emerging as the most popular sustainable investment and key trends emerging across various asset classes.
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Financial Advice
Developing an investment approach to financial inclusion
Understanding the challenges that can occur for vulnerable populations accessing financial services in the context of sustainable investments.
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Financial Advice
Is the Bank of England heading for a policy error?
The Bank of England faces potential risks of a policy error as it considers rate cuts amid ongoing economic uncertainty.
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