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Institutional Investors
OpenDB - August 2026
  • 11 August 2026
What could the latest surplus reforms mean for open DB schemes?
Hymans Robertson examines how open DB schemes can share surplus safely and sustainably.
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Institutional Investors
Real Estate Midyear Outlook: Constructive Amid Fluid Backdrop
  • 11 August 2026
Real estate is looking cheap relative to almost every other asset class
Morgan Stanley Investment Management's midyear outlook on where the value lies.
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Institutional Investors
The Credit Market Lens: The AI Split Between U.S. Dollar and Euro Investment Grade
  • 11 August 2026
Mapping the AI debt wave
Massive AI spending is creating a USD supply overhang compared to European markets. Explore how hyperscaler...
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Institutional Investors
Avoiding the pitfalls between buy-in and buyout
  • 11 August 2026
Why buy-in is where the delivery challenge resets, not ends
XPS Group sets out how post-transaction sequencing, data gaps and member movements determine whether...
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Institutional Investors
Emerging market debt: A strategic opportunity for insurersEmerging market debt: A strategic opportunity for insurers
  • 11 August 2026
Emerging market debt is a bigger opportunity than most client portfolios reflect
Wellington Management on why insurers are rethinking their allocation.
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Professional Investors
How Odysseus could save investors from the market's excesses
  • 10 August 2026
How Odysseus could save investors from the market’s excesses
As Christopher Nolan’s telling of ‘The Odyssey’ grosses over $900m worldwide, what can the film teach...
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Professional Investors
T. Rowe Price Funds SICAV – Diversified Income Bond Fund Q2 2026 Update
  • 10 August 2026
Managing income in uncertain markets
T. Rowe Price's Diversified Income Bond Fund gives clients a one-stop fixed income solution: global,...
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Professional Investors
Healey's move to the Treasury strengthens the case for UK defence
  • 10 August 2026
Why Healey at the Treasury changes the calculus on UK defence stocks
A defence insider now controls the budget.
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Professional Investors
Heat – the new supply shock
  • 10 August 2026
El Niño is back, stronger than before, and it is hitting food, water and energy at once
Three stress points, and the investments that sit behind each one
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Professional Investors
Q3 Active Management Pulse: AI reshapes the opportunity set
  • 10 August 2026
Active managers are finding that AI's biggest winners are no longer the whole story
Valuation gaps beyond the hyperscalers are drawing attention.
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Professional Investors
July in review
  • 10 August 2026
How the AI trade unwind reshaped global equity markets in July
Semiconductor stocks suffered their worst month since the GFC as rotation favoured energy, European equities...
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Professional Investors
Global Focused Growth Equity Strategy Q2 2026 Update
  • 07 August 2026
Navigating AI's next chapter
Managing concentration, momentum and valuation as the investment cycle evolves.
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