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Professional Investors
The $1.75 trillion question: An IPO that could change everything
The $1.75 trillion question: An IPO that could change everything
Ninety One: The SpaceX IPO is just the opening act.
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Professional Investors
European asset managers: Growth opportunities exist amid pressures
European asset managers: Growth opportunities exist amid pressures
Morningstar's latest analysis of European asset managers suggests fee compression, passive investing...
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Professional Investors
SpaceX IPO: The hype, the price, and the opportunity
SpaceX IPO: The hype, the price, and the opportunity
Is its valuation justified?
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Professional Investors
Are investors aware of the next AI bottleneck?
Are investors aware of the next AI bottleneck?
Edinburgh Worldwide is finding AI opportunities beyond headline chip makers as computing systems grow...
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Professional Investors
Schroders Equity Lens: Soaring earnings expectations power IT companies in Q2
Schroders Equity Lens: Soaring earnings expectations power IT companies in Q2
When valuations are at current high levels, the case for equities hinges strongly on earnings
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Professional Investors
The value of value
The value of value
What is strengthening the case for value investing?
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Professional Investors
AI, liquidity and the future of quality investing
AI, liquidity and the future of quality investing
Investors should take a step back and assess markets clearly during periods of dislocation.
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Professional Investors
Why markets are watching rising defence spending
Why markets are watching rising defence spending
Higher defense spending will be closely watched by markets for its impacts on government budgets and...
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Professional Investors
European defence: Strong fundamentals behind a soft market
European defence: Strong fundamentals behind a soft market
European defence equities have de-rated on sentiment, not fundamentals.
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Professional Investors
Allocating beyond the US: Why diversification looks more compelling now
Allocating beyond the US: Why diversification looks more compelling now
For much of the past 15 years, global investing felt deceptively simple: stay overweight US equities,...
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Professional Investors
Asia ex Japan: Dragons and salamanders
Asia ex Japan: Dragons and salamanders
Beyond the index ‘dragons’, the rewards may lie in the quieter ‘salamanders’ others miss.
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Professional Investors
Climate power plays: Energy, geopolitics and the repricing of risk
Climate power plays: Energy, geopolitics and the repricing of risk
Global policy shifts are rewiring energy supply and control — and repricing risks and opportunities....
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