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Investment Management
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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Investment Management
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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Investment Management
US tariffs hit alcohol stocks: is the sector still investable?
How will looming US tariffs impact alcohol stocks, and are they still a long-term investment opportunity?
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Investment Management
Economists divided on future UK interest rate decisions
When is the Bank of England expected to implement its next interest rate cut?
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Investment Management
Navigating uncertainties: key investment themes for 2025
What key trends and challenges will define the investment landscape in 2025?
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Investment Management
Eurozone inflation projections for January 2025 and ECB policy implications
What are the expectations for Eurozone inflation in January 2025, and how might it influence ECB policy?
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Investment Management
What Trump’s tariffs could mean for the US economy
What could Trump’s potential tariffs mean for inflation, trade, and the US economy?
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Investment Management
Anticipating the impact of December's CPI on economic policy
What can investors anticipate from the UK's December inflation data, and how might it influence economic policy?
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Investment Management
UK faces potential interest rate reductions amid economic challenges
What will the Bank of England’s rate cuts mean for the UK economy in 2025?
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Investment Management
Rising gilt yields pose fiscal challenges for UK government
UK long-term borrowing costs have reached their highest levels since 1998, intensifying fiscal challenges for the government.
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Investment Management
Investment Talks....2025: Optimism, disruption, and Trump 2.0
Join us shortly after the new president’s inauguration to dissect the outlook for corporates, the impact on valuations and the opportunities – and risks – investors need to be aware of in 2025.
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Investment Management
UK government bond yields reach multi-decade highs: what it means for investors
What are the implications of the recent surge in UK government bond yields for investors and the broader economy?
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