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Absolute return: Dispersion and opportunity in an era of disorder
  • 10 November 2026
Absolute return: Dispersion and opportunity in an era of disorder
Ben Wallace, portfolio manager at Janus Henderson, discusses how he sees a market becoming less forgiving, but more interesting, as widening stock dispersion creates fresh opportunities for absolute return investors.
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Professional Investors
Flying cars and fragile markets
  • 10 November 2026
Flying cars and fragile markets
Space travel might be a luxury granted to few but society’s most affluent, but a flying car, now that’s a completely different matter altogether.
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Professional Investors
The investable transition: Why the energy transition will happen at the speed of economics, not ambition
  • 10 November 2026
The investable transition: Why the energy transition will happen at the speed of economics, not ambition
In this report, Alistair Ray, Chief Investment Officer of Dalmore Capital, shows why that is the good...
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