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Investment Management
Is the whole world a developing economy now?
The sense that there is a developed world and a developing world is dropping away as we recognize that secure development is a necessity in every country.
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Investment Management
How to play long-term investment trends in emerging markets
In selective emerging markets with low penetration of financial products, there is a clear long-term opportunity. Here, Artemis gives one example.
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Investment Management
The hard truth about soft landings
Monetary policy may take longer to have an effect.
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Investment Management
Can an active all‑cap approach consistently add value over time?
And without a significant increase in risk?
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Investment Management
Q&A: a 50% probability of recession?
PIMCO sees meaningful value in high quality.
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Investment Management
What's driving the rise in bond yields?
Rising term premia has driven the increase in global bond yields.
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Investment Management
Liquid alternatives have come back to earth, so what's next?
Funds that can exploit both rising and falling markets tend to stand out during the latter scenario.
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Investment Management
How to position for recession
There are key areas of stability that are expected to be resilient in the face of slower economic growth.
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Investment Management
What to expect from private credit in a high rates environment
Supply and demand dynamics should continue to support the growth of private credit.
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Investment Management
Green bonds are primed for more investment potential
COP28 is raising energy transition awareness, but what asset class is poised to benefit?
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Investment Management
There are real limits to passive investing for net zero
For all convenience that climate index funds afford, the indices they track come with a number of flaws.
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Investment Management
The US will outperform the rest of the world in 2023
It is hard for the Europe and UK to out-hawk the Fed.
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