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Professional Investors
Multi-Asset Midyear Outlook: Fortitude Amid Disruption
Why the second half of 2026 could be bumpier than markets expect
Resilient portfolios needed in multi-asset as growth, inflation and policy risks remain underestimated...
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Professional Investors
Close Look - Does the AI rally still have room to run?
Does the AI rally still have room to run?
AI earnings strong, but selective approach urged as valuations stretch
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Institutional Investors
Is AI Inflationary or Deflationary?
Is AI inflationary or deflationary? Northern Trust says it's both, just not at the same time
Peter Wilke argues the AI build-out is straining supply today, even if the technology proves disinflationary...
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Institutional Investors
The bull case for emerging markets just got stronger
Emerging markets enter a new era of strength
Fundamentals, not just optimism, now drive the EM investment case.
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Institutional Investors
Rethinking global credit: Creating a new edge in a fragmented world
Why trustees should rethink how their global credit mandates are built
L&G's Ian Hutchinson argues alpha in credit no longer comes from simply holding spread, but from integrating...
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Institutional Investors
Connected Covenant: adding an extra layer of protection
Connected Covenant: Adding an extra layer of protection
As schemes explore different endgame options, solutions that combine capital support with employer covenant...
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Institutional Investors
Governance inertia: Why schemes resist change
Governance inertia: Why schemes resist change
While the case for governance change may be strengthening, most pension schemes remain reluctant to make...
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Professional Investors
Why a multipolar world is good news for emerging markets
Why a multipolar world is good news for emerging markets
As geopolitical alliances are redrawn and energy security returns to the agenda, is China's evolving...
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Professional Investors
Proof Pending: Can AI Deliver Lasting Growth?
Can AI deliver lasting growth?
AI spending is lifting growth now, but productivity must carry it forward.
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Professional Investors
What to look for in a Managed Portfolio Service provider
What advisers should look for in an MPS provider, according to Tatton
As MPS assets near £200bn and provider numbers swell, Tatton sets out what really differentiates providers...
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Professional Investors
Pensions and inheritance tax: Why the new rules could create more than a tax bill
Why pension inheritance tax changes are about more than just the tax bill for clients
Evelyn Partners' Louise Brooks and Joseph Wicks argue the bigger issue for many clients will be administrative...
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Professional Investors
Three reasons why we are staying optimistic about Asian stocks
Three reasons Jupiter is staying bullish on Asian stocks
Asia's tech giants are still raising prices on surging demand — Jupiter's Jason Pidcock and Sam Konrad...
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