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Investment Management
Japan’s corporate revolution: Why investors should pay attention
Japan's evolving corporate landscape and governance reforms are creating new investment opportunities.
Investment Management
Is Japan's monetary shift shaking up global capital flows?
Is Japan's monetary tightening setting the stage for a major shift in global capital flows?
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Investment Management
Shareholder activism in Japan: From taboo to mainstream
Shareholder activism is no longer a taboo but a rising trend—how is this shift transforming corporate governance and investor influence?
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Investment Management
Unearthing value outside of AI
The strong recent performance of the Magnificent 7 has increased the technology concentration in the S&P 500 Index and even more in the Russell 1000 Growth Index. Professional investors only.
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Investment Management
Is this the next wearable tech trend?
There is increasing interest in the use of continuous glucose monitors (CGMs) for wellness, which extends the appeal of the devices well beyond the diabetic population.
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Investment Management
Global markets hit by economic jitters
Global markets saw sharp declines amid renewed economic concerns. How will this volatility shape the outlook for equities and bonds?
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Investment Management
Impact investing: AI, health care and energy
Explore how innovations in AI, health care, and the energy transition are driving impact investment opportunities.
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Investment Management
The weight loss drug set to shape up the medtech world
What do do investors need to know about GLP-1s - the weight loss drug that looks set to disrupt the medtech sector?
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Investment Management
Which banks managed to outperform during SVB crisis?
In a year that has seen a banking crisis on one side and a wave of artificial intelligence enthusiasm on the other, humble banks have managed to outperform
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Investment Management
Will the Fed cut in September?
Inflation is trending in the right direction, with core goods and supercore services deflating slightly month over month- but shelter remains sticky. What does this mean? Professional investors only.
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Investment Management
Lessons learned from SVB collapse
Duration management, or rather the lack of it, was a key factor in Silicon Valley Bank (SVB)'s collapse. Professional investors only.
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Investment Management
Opportunities in the oil market
Discover how strategic investments in the oil sector can unlock significant value amidst the evolving energy landscape.
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