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Professional Investors
Are investors looking for an AI bubble in the wrong place?
AI’s custom chip conundrum
Investors continue to debate whether the enormous amount of capital flowing into artificial intelligence...
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Professional Investors
U.S. midterm elections: What investors need to know
What could the US midterms mean for investors?
They may not receive the same attention as a presidential election, but US midterms are still important...
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Professional Investors
Conviction beyond uncertainty: The investment case for copper
Beyond the Tariff Turbulence: Why Copper’s Long-Term Fundamentals Shine
Fidelity’s Transition Materials managers break down why supply challenges and electrification trends outweigh near-term pricing uncertainty.
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Professional Investors
Retirement income: smooth the journey, not the market
Retirement income: smooth the journey, not the market
With market volatility making retirement income harder to navigate, Baillie Gifford explores what can help investors stay invested for better long-term outcomes
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Professional Investors
How is AI creating takeover opportunities among durable businesses?
Could AI fixation be creating takeover opportunities?
Redwheel explores how a narrow focus on AI may be creating opportunities among durable businesses beyond...
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Professional Investors
The case for private markets: Expanding the opportunity set
What are the trade-offs of private markets?
T. Rowe Price explores the potential benefits and trade-offs of expanding portfolios beyond traditional...
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Professional Investors
2026 Global Retirement Index: All things must pass
Retirement security faces a new reality
Natixis’ 2026 Global Retirement Index explores how retirement systems can adapt to a changing workforce...
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Institutional Investors
Salary sacrifice changes in 2029: what employers need to do now
Salary sacrifice: Preparing for 2029
HMRC estimates that nearly 7.7 million employees in the UK currently use salary sacrifice to make pension...
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Institutional Investors
Resilient growth, rising risks: Investing through the energy shock
Energy shock, rising risks
Wellington examines how resilient growth, higher inflation and rising energy prices are reshaping the...
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Institutional Investors
Are bigger events changing transition management?
Bigger transitions, greater complexity
Russell Investments explores how larger and more complex transitions are reshaping the role of planning,...
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Institutional Investors
Bonds: Normal for Longer
A new normal for bond yields?
UBS examines the macro forces behind higher yields and what they mean for bond investors.
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Professional Investors
Outside the M25: The regional growth story investors are missing
UK scaleups gain ground beyond London
Regional growth is redrawing the map of the UK scaleup landscape.
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