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Broadening beyond the US giants
Broadening beyond the US giants
Will equity markets sustainably broaden beyond US large‑cap growth stocks?
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Professional Investors
Emerging markets: From underdogs to outperformers
Emerging markets: From underdogs to outperformers
Are the conditions for an EM super‑cycle re‑emerging?
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Professional Investors
Global equities in 2026: AI boom, quality growth & what's next
Global equities in 2026: AI boom, quality growth & what's next
Global equity markets are navigating a landscape shaped by a range of factors.
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Professional Investors
Private markets step into the spotlight
Private markets step into the spotlight
Access, demand, and recoveries are reshaping the alternative investment landscape for 2026. Professional...
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Professional Investors
Is there still value in European stocks?
Is there still value in European stocks?
Which sectors are the most overvalued?
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Professional Investors
Beyond the mega-caps: Opportunities in global equities
Beyond the mega-caps: Opportunities in global equities
Columbia Threadneedle Investments maintain a constructive outlook for equities, with a broadening of...
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Professional Investors
2026: A year for optimism – not complacency
2026: A year for optimism – not complacency
Exciting opportunities exist, but global tensions and market risks remain…
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Professional Investors
Robust earnings and ongoing tech investment may continue to support global equities
Robust earnings and ongoing tech investment may continue to support global equities
Alex Tedder examines reasons for optimism, even amid elevated valuations.
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Professional Investors
Beyond 60/40: Finding diversification in 2026
Beyond 60/40: Finding diversification in 2026
AllianceBernstein's view of the macro investment environment suggests that asset owners may need to re-examine...
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Professional Investors
EM equities shine again
EM equities shine again
What’s fuelling interest in emerging markets?
Professional Investors
What lies ahead for investors in 2026?
Following the turbulence and uncertainty of 2025, what do investors need to be aware of this year?
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Professional Investors
Is AI's bubble about to burst?
Is AI's bubble about to burst?
Artificial intelligence is reshaping markets, yet its rapid rise worries investors. Professional investors...
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