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Professional Investors
El Niño returns: From climate signal to sovereign risk
El Niño returns: How climate shocks can translate into sovereign risk
A very strong El Niño could have highly uneven effects across sovereigns. T. Rowe Price’s research with...
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Professional Investors
Has the Fed given up its focus on core inflation?
Is the Fed turning its back on core inflation?
A shift in focus could change how investors read the US rates outlook.
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Professional Investors
Focus convertibles: Passive in principle, active in practice
The active side of passive convertibles
Redwheel marks the first year of its Enhanced Index Focus Convertibles Strategy and explores the case...
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Professional Investors
The cost of believing it's different this time
The AI boom and the price of optimism
As AI reshapes the economy, do the old rules of price and value still apply?
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Professional Investors
Making less fixed income work harder
Making less fixed income work harder
Discover how to build resilient portfolios with fewer building blocks.
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Professional Investors
Choosing your nuclear exposure
Choosing your nuclear exposure
The renewed interest in nuclear energy is creating a broader range of investment opportunities than many investors realise.
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Professional Investors
Are investors looking for an AI bubble in the wrong place?
AI’s custom chip conundrum
Investors continue to debate whether the enormous amount of capital flowing into artificial intelligence...
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Professional Investors
U.S. midterm elections: What investors need to know
What could the US midterms mean for investors?
They may not receive the same attention as a presidential election, but US midterms are still important...
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Professional Investors
Conviction beyond uncertainty: The investment case for copper
Beyond the Tariff Turbulence: Why Copper’s Long-Term Fundamentals Shine
Fidelity’s Transition Materials managers break down why supply challenges and electrification trends outweigh near-term pricing uncertainty.
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Professional Investors
Retirement income: smooth the journey, not the market
Retirement income: smooth the journey, not the market
With market volatility making retirement income harder to navigate, Baillie Gifford explores what can help investors stay invested for better long-term outcomes
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Professional Investors
How is AI creating takeover opportunities among durable businesses?
Could AI fixation be creating takeover opportunities?
Redwheel explores how a narrow focus on AI may be creating opportunities among durable businesses beyond...
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Professional Investors
The case for private markets: Expanding the opportunity set
What are the trade-offs of private markets?
T. Rowe Price explores the potential benefits and trade-offs of expanding portfolios beyond traditional...
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