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Investment Management
M&A and valuations drive optimism for US small caps
What’s driving opportunities and risks for US small cap stocks in 2025?
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Investment Management
How Japan can protect its economy from US trade measures
How can Japan effectively safeguard its economy against potential US tariffs?
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Investment Management
Trump’s executive orders: what they mean for markets in 2025
How could Trump’s return and executive orders reshape the economic and investment landscape in 2025?
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Investment Management
The tech titans leading emerging markets
Which technology giants dominate the emerging markets landscape?
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Investment Management
Expert insights on market volatility and opportunities in the coming year
How will geopolitical shifts and persistent inflation influence investment strategies in 2025?
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Investment Management
Preparing for US equity and fixed-income market trends in 2025
What are the anticipated returns for US stocks and bonds in 2025, and how can investors prepare?
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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
India is no longer an emerging market – it has emerged
Find out how India’s diverse and rapidly growing economy, bolstered by a strong domestic market and strategic geopolitical position, is reshaping the global economic landscape.
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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
Insights from managing an absolute return bond fund for ten years
What insights can be gained from a decade of managing an absolute return government bond strategy?
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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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