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Financial Advice
How European companies can move ahead with cloud
A shift to higher-value cloud use cases in business operations would create significantly more value.
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Investment Management
Caution on India stocks in election year
As 900 million Indian citizens head to the polls, what should investors expect from the region's general election?
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Financial Advice
Three facts about tech stocks after meeting 50 companies
Technology stocks have had a fantastic run - but valuations are still looking reasonable when you consider the prospects in artificial intelligence, the memory market and semi conductors.
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Financial Advice
Five reasons to diversify into emerging market bonds
From improved credit quality to deeper capital markets, as well as the surprisingly defensive characteristics, there is enough to make the case for a structural allocation to emerging market fixed income....
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Financial Advice
Europe’s strengths and weaknesses in AI
Europe is full of talent, with lots of people from many countries who are very strong in mathematics and computer science, says one AI CEO.
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Investment Management
Taking a hybrid approach to energy
What does rising energy security concerns mean for renewable and conventional energy?
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Investment Management
Three standout themes this European earnings season
When valuations and expectations are sky high, any bad news can shake investors’ confidence.
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Financial Advice
Why asset managers need to embrace the 3 Ps
Asset managers will need to rethink the way they operate in order to maintain the growth and profitability of past years.
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Financial Advice
Popular themes in the green bond universe
Signs of a significant ramp up in transition bond issuance over the next decade.
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Investment Management
Is factor investing out of favour with European investors?
Factor investing ETFs saw an estimated net outflows of €200m over the course of 2023.
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Investment Management
Through the lens of a CIO
Lots of comparisons are being made between current markets and the 1990s, while private markets gain increasing focus.
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Investment Management
How to allocate to Chinese equities
The debate around how investors should allocate to China has grown in recent years.
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