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Professional Investors
Why the opportunity in AIM is being misread
Could today's AIM valuations create an IHT planning opportunity?
AIM companies are stronger than they were a decade ago, but sentiment has pushed valuations down. Downing...
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Professional Investors
The AI capex cycle: Is the music still playing?
The AI capex cycle: Is the music still playing?
How long can the AI technology boom continue as the costs and constraints of ever-increasing capital...
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Professional Investors
The revenge of the old economy
Why AI's power demands could be about to revive old economy investments
Natural resources are re-emerging as a structural opportunity for client portfolios.
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Professional Investors
Three forces shaping the markets
Markets through a 3D lens
Debt sustainability, dollar debasement and diversifying portfolios could be the three defining forces...
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Professional Investors
Broadening investment opportunities in Wisdom Tree's equity outlook
Equities: Broaden, don’t abandon
Global equities delivered a remarkable first half despite repeated shocks. The message for the second...
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Professional Investors
Market leaders change. Investing principles endure
Investing fundamentals and market leadership
Vanguard examines how market leadership changes over time, with new companies emerging to drive long-term...
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Professional Investors
Emerging markets: broad participation, sharper stock selection
Understanding the appeal of emerging markets
Despite volatility, emerging markets are becoming an increasingly important part of a diversified global...
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Professional Investors
Active fund managers adopt new investment strategies
Europe’s fund industry continues its transition
Morningstar compares the 100 largest fund families in Europe as passive funds continue to gain market...
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Professional Investors
FOMO 3 – Taiwan Semiconductor, Samsung Electronics & SK Hynix
Beyond the FOMO 3: Where next for emerging markets?
As three technology companies dominate emerging market indices, looking beyond the heavyweights could...
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Professional Investors
Tracking the Turn from Rally to Resilience
Could improving fundamentals and earnings growth in China deliver more for investors?
Supportive policy reforms and attractive valuations are creating new opportunities, but investors will...
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Professional Investors
Emerging markets: enough is not enough
Is your EM allocation enough?
Why portfolios may need more exposure to the companies shaping global growth.
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Professional Investors
Investing beyond style: Bringing balance to global equities
Can investors find balance beyond style?
In a market often dominated by a single theme or investment style, Fidelity’s Global Special Situations...
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