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Institutional Investors
Being single in retirement – a key issue for the Pensions Commission?
Two Thirds of Poor Pensioners Living Alone Are Women - Why Retirement Policy Isn't Catching Up
Steve Webb sets out what a decade of rising pensioner poverty, more divorce and more solo living means for the Pensions Commission.
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Institutional Investors
Choosing Wisely From the 2026 Endgame Smorgasbord
Choosing wisely from the 2026 endgame smorgasbord
Until recently, allowing a UK defined benefit scheme to run-on or move to a buyout was seen by some as...
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Institutional Investors
Can schemes be supported even earlier in their journey?
Can schemes be supported even earlier in their journey?
Designed for schemes that are not yet well-enough funded to enter Clara, Bridge to Clara offers a supported route to their longer-term endgame.
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Professional Investors
How do we do what we do? An introduction to our process
The approach powering Schroders' Global Value Equities team
Focusing on process over short-term noise offers the best chance of achieving durable, compounding results....
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Professional Investors
Quality in Emerging Markets: Brasil Bolsa Balcão
Brazil's Hidden Monopoly: Why B3 Redefines "Quality" in Emerging Markets
Portfolio Manager Mark Hammonds explains how a vertically integrated exchange, clearinghouse, and data business is turning Brazil's capital markets infrastructure into a durable, diversified compounder.
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Professional Investors
US Treasury intervention unlikely to provide lasting support
A Bigger Buyback Won't Fix What's Driving Yields Higher
Eoin Walsh, Partner, Portfolio Management at TwentyFour, on why the Treasury's surprise buyback boost is a short-term salve, not a cure, for rising rates.
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Professional Investors
Positives and negatives: what's fuelling moves in battery value-chain equities?
Battery Stocks Sold Off — But the Structural Case Hasn't Changed
Elisa Piscopiello unpacks the tax hikes, oversupply fears and policy rollbacks behind the battery value-chain selloff, and why long-term demand drivers remain intact.
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Professional Investors
Investing for better, not worse
Are investors too focused on the biggest stocks?
Cormac Weldon, Head of US Equities at Artemis, explains why he sees plenty of investment opportunities...
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Professional Investors
Value as your equities hedge
Value as your equities hedge
As debate continues over whether we are in the midst an AI-related tech bubble, Schroders makes the case...
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Professional Investors
Electrifying Europe: the infrastructure opportunity behind the EU action plan
Investing in Europe’s electrification
Europe’s push to reduce fossil-fuel dependence is putting electrification at the centre of its energy...
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Professional Investors
The AI opportunity: putting risks in perspective
Circularity, explained: What it means for the AI boom
Evelyn Partners' Arielle Ingrassia unpacks the risks behind AI's more testing summer.
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Professional Investors
The market's short memory
The market’s short memory
AI has transformed memory demand, but Micron’s history shows scarcity can fade fast.
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