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How to recognize alpha potential in active equity portfolios
How to recognize alpha potential in active equity portfolios
Big benchmark bets can backfire. Lower-risk strategies may better showcase real stock-picking skill....
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Professional Investors
European equities: Choosing firms that benefit from AI adoption and development
European equities: Choosing firms that benefit from AI adoption and development
Greater dispersion in European markets may favour a selective investment approach.
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Professional Investors
Bespoke MPS: Outsourcing without compromise
Bespoke MPS: Outsourcing without compromise
What are the benefits of bespoke model portfolios?
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Business Relief has changed: what advisers need to know
Business Relief has changed: what advisers need to know
Business Relief reforms are reshaping IHT planning. Explore the new BR allowances, AIM changes and what...
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How much can retirees safely spend from their portfolios?
How much can retirees safely spend from their portfolios?
Retirement income decisions are being shaped by inflation and longevity trends.
Professional Investors
Fed Chair change puts bond markets in focus
Fed Chair change puts bond markets in focus
Will the Fed cut rates this year?
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Professional Investors
Private credit under the hood: Separating headlines from fundamentals
Private credit under the hood: Separating headlines from fundamentals
Headlines about private credit ‘cockroaches’ and Business Development Company investors running for the...
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Professional Investors
China's AI evolution enters a new era
What investment opportunities could emerge as the country embraces ‘Agentic AI’?
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Professional Investors
Conflict keeps Europe cautious
Conflict keeps Europe cautious
Markets expected double-digit growth for Europe in 2026, but this has been impacted by the Middle East...
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Professional Investors
Direct, indirect or hybrid? Exploring employee ownership options
Direct, indirect or hybrid? Exploring employee ownership options
How do employee ownership structures differ in practice?
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Professional Investors
Why now for global technology investing?
Why now for global technology investing?
Exploring the case for an active, research-driven global equities approach.
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Professional Investors
European asset managers reassess outlook after Q2 reversal
European asset managers reassess outlook after Q2 reversal
How has geopolitical uncertainty impacted active strategies?
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