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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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Professional Investors
What The Odyssey can teach us about valuation discipline
What The Odyssey can teach us about valuation discipline
Investment temptations are hard to resist in the moment. The smart move for value investors is to prepare...
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Professional Investors
The economics of defence (investing) is changing
The economics of defence (investing) is changing
For decades, defence investment has been dominated by a small number of large-scale programmes: fighter aircraft, naval vessels, missile systems and armoured vehicles.
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Professional Investors
Why the ECB Is Unlikely to Keep Rates Higher Than 3%
ECB rates face a 3% ceiling
Goldman Sachs assesses the outlook for eurozone rates as energy prices fuel inflation pressures.
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Professional Investors
Equal weight ETFs: reducing market concentration
Equal weight ETFs and the concentration challenge
Explore how equal weight ETFs can reduce reliance on the largest companies in an index, from the S&P...
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Professional Investors
Markets can't rely on midterms to change course of Iran war
Markets, midterms and the Iran War
Prediction markets suggest the Democrats are capable of gaining a majority in both the Senate and the...
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Professional Investors
UK's scaleup crisis: What this says about UK Plc
UK’s scaleup crisis: What does it mean for investors?
The number of UK scaleups has fallen for three consecutive years, raising questions about the pipeline...
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Professional Investors
Finding yield without reaching for risk
Finding yield without reaching for risk
Why investors are stepping out of cash and targeting short-duration yields in a new macro regime
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Professional Investors
3 ways advisers can turn financial comparison into better client conversations
How can advisers turn comparison into insight?
Aegon explores how advisers can turn clients’ comparisons into deeper conversations about their goals,...
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Professional Investors
Flash Fixed Income: Why markets may be wrong on rate hikes
Could markets be wrong on rate hikes?
With two-year UST yields at around 4.7%, TwentyFour thinks that short end yields are offering an attractive...
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Professional Investors
Winter is coming: Risks and opportunities in natural gas
Winter risk, natural gas opportunity
As the heating season approaches, natural-gas markets face distinct risks and opportunities on both sides...
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Professional Investors
The UK scaleup drought: a stark warning for growth capital
Could the UK’s scaleup pipeline run dry?
Fewer companies are reaching scaleup territory, potentially reducing the pool of businesses capable of...
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