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Professional Investors
Broad Markets Fixed Income Multi-Sector Playbook: A World of Increasing Dispersion
Why the fixed income index is no longer your friend
Increasing dispersion across countries, sectors and issuers is making active management harder to ignore....
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Professional Investors
 What's Hot - Global defence: from depletion to duration
Global defence: From depletion to duration
Global defence is not just a regional theme. It is now a secular trend rooted in a multi-year investment...
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Professional Investors
Consumer Duty consultation: what advisers and paraplanners need to know
What does the Consumer Duty consultation mean for advisers?
The FCA's latest consultation on Consumer Duty is not about scaling back consumer protection. Instead,...
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Professional Investors
Multi Asset Strategy Quarterly – July 2026
The case for optimism is intact - just harder to make than it was
Ninety One's multi-asset team on where risk assets stand as stagflation risks rise and central banks...
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Professional Investors
When 'made in China' becomes a compliment, and why investors should care
When ‘made in China’ becomes a compliment, and why investors should care
Explore China's shift to innovation and its impact on portfolios and earn CPD.
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Professional Investors
Investment Outlook: Life begins at 250 for the US
Why 250 years of US economic foundations still matter for client portfolios
Evelyn Partners' Chief Investment Strategist Daniel Casali sets out where earnings growth is expected...
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Professional Investors
Sustainability can drive European competitiveness
What role can sustainability play in Europe's competitiveness?
Federated Hermes' Howard Risby examines the argument that Europe’s sustainability ambitions have impacted...
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Professional Investors
Fed - Markets are learning to play the ball and not the referee
Why markets are looking beyond the Fed
The Fed left rates unchanged at 3.50–3.75% in line with the market consensus and going against the roughly...
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Professional Investors
Emerging Markets: looking beyond the headline index
The hidden concentration in emerging markets
Recent semiconductor volatility exposed how strongly traditional emerging market benchmarks can be driven...
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Professional Investors
How Do Geopolitical Alliances Affect Economic Growth?
What do geopolitical alliances mean for growth?
Alliances and alignment between geopolitical powers can boost global economic growth, according to Goldman...
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Professional Investors
Macro brief: AI in Europe – implications for productivity
AI and Europe's productivity puzzle
Why successful AI adoption - not just AI development - could shape Europe's economic future.
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Institutional Investors
TPT DB Trustee Pulse 2026 Insight Report 1: The Capacity Challenge
Capacity, complexity and the endgame
How operational pressures are reshaping trustee priorities.
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