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Professional Investors
Burnham is Prime Minister, Healey Chancellor. What does this mean for investors?
What does a Burnham government with Healey as Chancellor mean for investors?
Rathbones looks at what the two new most powerful men in Britain might do for the economy and public...
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Professional Investors
Position for growth with emerging markets equities
Why active investors are turning back to emerging markets
Emerging markets equities are offering a rare mix of attractive valuations, stronger growth and improving...
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Professional Investors
Revisiting tech bubble fears 2.0
Tech bubble fears keep resurfacing, but Quilter Cheviot says the story has moved on
Global Head of Technology Research Ben Barringer revisits the AI trade nine months on, weighing hyperscaler...
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Professional Investors
The AI trade: Adoption is accelerating
Fidelity's Silicon Valley trip: Every AI company thinks it's going to be a winner
Our investment teams met 21 companies over four days, surveyed nearly 100 analysts, and paired it with...
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Professional Investors
SpaceX: why US Growth invested at the IPO
Why did Baillie Gifford's US Growth team back SpaceX at IPO?
The case for owning SpaceX before its bigger markets become fully visible.
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Professional Investors
There's a New Sheriff in Town: Culture Change at the Fed
Kevin Warsh's Fed: What a shift in policy inputs means for bonds and equities
The new Fed chair is questioning Core PCE as the primary inflation measure.
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Professional Investors
Later life planning for clients: What IFAs need to consider now
Later life planning: What do IFAs need to consider?
Rising care costs, evolving pension rules and potential inheritance tax changes mean advisers need a...
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Professional Investors
Thinking Emerging Markets? Think Small
Do emerging market small caps deserve a place in portfolios?
As global investors look to broaden their opportunity set, emerging markets small caps may offer a differentiated...
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Institutional Investors
DB pensions: What should be top of PM Burnham's pensions agenda?
What should be top of PM Burnham's pensions agenda?
Trustees have surplus reform, superfunds and endgame choice all in motion, and ministers now need to...
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Institutional Investors
Burnham vs. bonds: Gilt risks are skewed to the downside
Burnham vs. bonds: Gilt risks are skewed to the downside
TwentyFour Asset Management on why the incoming PM's toughest opposition may not sit in Westminster
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Institutional Investors
Andy Burnham, Can You Hear Me?
Why are gilts so unloved, and what does it mean for schemes?
Man Group looks at what is really driving UK bond yields, and what an incoming PM can and can't do about...
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Institutional Investors
Finding value without reaching for yield
The "safe" yield some are chasing might not be as safe as it looks
Muzinich on finding value in credit markets without reaching for yield
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