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How Odysseus could save investors from the market's excesses
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
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
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
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
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
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
Navigating AI's next chapter
Managing concentration, momentum and valuation as the investment cycle evolves.
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Professional Investors
Why isn't headline risk translating into market movements?
Why are markets shrugging off bad news?
What explains the divergence between volatility metrics and the significant geopolitical uncertainty?...
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Professional Investors
Why Asian bonds remain resilient amid volatility and geopolitical uncertainty
Why are Asian bonds defying volatility?
A structural evolution is reinforcing the appeal of Asian bonds as a resilient source of income and diversification....
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Professional Investors
It's time to talk about European exceptionalism
Does European exceptionalism exist?
Quilter Cheviot examines the forces supporting the case for European equities.
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Professional Investors
Where next for clean energy equities?
Is it time to revisit clean energy?
While policy headwinds, tariff uncertainty and questions around AI demand have weighed on recent performance,...
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Professional Investors
The yen: carrying the weight of the world's risk tolerance
Why does the yen matter to global markets?
Amova Asset Management explores how the yen carry trade shapes global risk appetite and investment positioning....
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