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Investment Management
The best performing asset class in 2023
Commodities have been the best-performing asset class in the last three years, find out why.
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Investment Management
Market Predictions: The Next 5 Years
As markets face greater volatility, what does the future hold over the next five years?
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Investment Management
Is now the time for opportunity in housing finance?
With the 'squeezed middle' hit with rising interest rates, pensions schemes can find opportunity in an innovative investment opportunity that has a positive social impact.
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Investment Management
A huge boost: is inflation returning to Japan?
Investors can be encouraged by the outlook for Japan.
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Investment Management
It's not the end for the AT1 bond market
We believe the market is still viable but faces important tests ahead.
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Investment Management
Is European fixed income turning the tide?
After one of the most aggressive selloffs in recent decades, the repricing of European fixed-income markets last year resulted in an attractive entry point.
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Investment Management
What are the four foundations of EM bond investing?
Assessing a country’s debt sustainability profile should be the starting point.
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Investment Management
Are investors too pessimistic on U.K. homebuilders?
Current stock prices are simply too bearish for major U.K. homebuilders and investors stand to benefit from taking a contrarian position in the sector.
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Investment Management
Is the US housing market rebounding?
PIMCO analysis of data gives reason for optimism in the US housing market - but is it enough to overcome the obstacles facing the industry?
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Investment Management
Houses are too expensive
Are houses in the UK expensive? Taken as one homogenous national block, yes.
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Investment Management
Is there more to come in Asian EM equities?
Will the strong start in Asian EM equities continue?
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Investment Management
What is better, bilateral or collaborative engagement?
When does it make sense to collaborate with other investors versus doing so bilaterally?
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