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Investment Management
Asia multi-asset in a fragmented world
Why Asia now: a more resilient opportunity set against heightened global volatility.
Investment Management
Geopolitical tensions: Markets tend to price risk, not hope
When uncertainty rises, they tend to price risk first, often before outcomes are clear. The renewed tensions in the Middle East are a reminder of that dynamic, bringing energy risk, inflation concerns...
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Investment Management
Nikkei rally driven by tech sentiment
The record surge reflects the tech capex boom more than the yen’s weakness.
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Investment Management
The real risk isn’t bitcoin volatility, it’s underexposure
Despite high volatility, bitcoin’s low correlation with traditional assets and asymmetric return profile have historically improved 60/40 global portfolio outcomes. Evidence suggests allocation size and...
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Investment Management
Private companies outlook: growth beyond buyout and venture
Why growth may offer a more promising path as buyout and venture face tougher returns.
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Investment Management
Discover US opportunities amid the uncertainty
Hear from US investment specialists on the trends that matter most.
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Investment Management
Oil, Iran and global supply chains: Why duration matters for markets
The recent Iran-related escalation in the Middle East has moved beyond a short-term oil shock.
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Investment Management
How AI is reshaping US equity markets
Signs of transformation are emerging in US equity markets amid a torrent of AI-related spending.
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Investment Management
Fixed income flexibility favours investors
Amid a tricky investing environment, why should investors look to fixed income?
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Investment Management
Credit Chronicle: Q1 2026
Credit experts review how credit markets fared in the first quarter of the year and share the latest scorecards for the global credit universe.
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Investment Management
Top of Mind: Next-generation diversifiers for a changing market landscape
Which asset classes may help protect portfolios against equity downside and other risks?
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Investment Management
How did Brexit change UK equities?
Ten years have passed since the EU referendum - what lies ahead for the next decade?
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