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Burnham is Prime Minister, Healey Chancellor. What does this mean for investors?
What does a Burnham government with Healey as Chancellor mean for investors?
Rathbones looks at what the two new most powerful men in Britain might do for the economy and public...
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Professional Investors
Revisiting tech bubble fears 2.0
Tech bubble fears keep resurfacing, but Quilter Cheviot says the story has moved on
Global Head of Technology Research Ben Barringer revisits the AI trade nine months on, weighing hyperscaler...
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Professional Investors
There's a New Sheriff in Town: Culture Change at the Fed
Kevin Warsh's Fed: What a shift in policy inputs means for bonds and equities
The new Fed chair is questioning Core PCE as the primary inflation measure.
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Professional Investors
What's Hot: Why the July Iran flare-up reinforces the strategic case for commodities
Iran flare-up reinforces the strategic case for commodities
The latest escalation in the Iran war highlights how quickly market expectations can shift.
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Professional Investors
The tax and spending choices facing Andy Burnham
IFS: Burnham's tax options are running out
The new prime minister's fiscal choices will shape client conversations for months to come
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Professional Investors
Monthly news and views covering June 2026
US-Iran deal, a UK prime minister's exit and the SpaceX listing: What June 2026 meant for multi-asset portfolios
Premier Miton's Ian Rees sets out how his team responded at the investment committee level, including...
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Professional Investors
ASEAN's lost decade: Is value finally emerging?
ASEAN’s lost decade: Is value finally emerging?
Years of underperformance have left ASEAN markets looking inexpensive. With valuations attractive and...
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Professional Investors
Schroders Equity Lens July 2026: your go-to guide to global equity markets
Equities are expensive but underpinned by unusually strong earnings growth expectations
How to respond to stagflation worries
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Professional Investors
Inflation from the Gulf conflict is on its way – Analyst Survey
Which sectors face the biggest cost pressures from the Middle East conflict?
The latest resumption of hostilities in the Persian Gulf is yet another reminder of how uncertain the...
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Professional Investors
What El Niño means for agricultural commodities in 2026
El Niño and the Strait of Hormuz: What the converging supply shocks mean for agricultural commodities
A strong El Niño is developing, arriving against a warmer climate baseline and into a fertiliser market...
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Professional Investors
2026 Mid-year review: Markets look beyond the headlines
Markets look beyond the headlines
Conflict in the Middle East drove market volatility, yet markets are higher over the first six months...
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Professional Investors
Equities Monthly July 2026
A mixed month for global equities
As AI adoption accelerates, market leadership will favour companies converting investment to cash flow,...
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