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The opportunities in the next generation of emerging markets
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...
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What's next for Eurozone banks?
What's next for Eurozone banks?
Eurozone banks have experienced significant gains in recent months, but with Q3 approaching, the question...
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Professional Investors
Can gold hold its value?
Can gold hold its value?
Explore how the enduring value of gold amid inflation and geopolitical instability presents significant...
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Professional Investors
The case for active investing in uncertain times
The case for active investing in uncertain times
Economic uncertainty creates active investing opportunities – how asset managers can thrive in the new...
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Professional Investors
How automation is streamlining buy-side trading
How automation is streamlining buy-side trading
Automation is reshaping buy-side trading, offering significant efficiency gains for asset managers.
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Global semiconductor midyear outlook
Global semiconductor midyear outlook
After turmoil through 2023 across most cyclical semiconductor markets — as the sector grappled with inventory...
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Chopping and changing in mixed assets
Chopping and changing in mixed assets
While flexible fund managers can make significant changes in asset allocation, that doesn’t mean they...
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What investors can learn from Alaskan crab fishermen
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...
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Lessons learned from SVB collapse
Lessons learned from SVB collapse
Duration management, or rather the lack of it, was a key factor in Silicon Valley Bank (SVB)'s collapse....
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US equities lead sustainable investments
US equities lead sustainable investments
The first half of 2024 saw significant shifts in sustainable investment flows, with US equity emerging...
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Is the Bank of England heading for a policy error?
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...
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Professional Investors
The inflation roller coaster
The inflation roller coaster
Inflation's mixed signals in 2024 create uncertainty for investors, with services costs remaining high...
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