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Investment Management
Can Japanese value benefit from corporate governance?
Will value stocks benefit from a years-long effort to improve corporate governance in Japan?
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Investment Management
Why are heat pumps so exciting?
Heat pumps have been experiencing dramatic growth particularly in Europe, why?
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Investment Management
The good, the bad and the ugly in commercial real estate
Amid higher interest rates and debt costs, it's a new world for the global commercial real estate market.
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Investment Management
How do countries deal with death?
How are countries coping with the infrastructure challenges posed by death?
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Investment Management
Are we coming to the end of Fed rate hikes?
New data reaffirms that the US Federal reserve could be coming close to the end of its rate hiking cycle.
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Investment Management
Balancing growth and value in variable markets
Positioning across the style spectrum with a focus on individual stock picking.
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Investment Management
The bull and bear cases for 2023
From the global economy to stocks and bonds, investors consider the path forward for a market that’s looking much different this year than last.
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Investment Management
Are banks vulnerable to a crisis in commercial real estate?
Fears are rising about regional banks’ exposure to commercial real estate loans. How worried should you be?
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Investment Management
Weakening Credit and Tightening Lending Conditions Drive Compelling Value
Higher interest rates and tighter lending conditions are creating a very attractive environment for opportunistic credit managers with flexible capital to fill large liquidity gaps.
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Investment Management
The Investment Outlook Q2 2023
Financial conditions are likely to tighten further in the coming months. Here are 3 ways this may change asset selection.
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Investment Management
Global Economic Outlook Spring 2023: Everything everywhere all at once
Negative confidence effects from the near-death experience in the US banking sector and the unresolved energy situation in Europe will shape the rest of the year.
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Investment Management
Fractured Markets, Strong Bonds
For investors, times of uncertainty can underscore the importance of a cautious approach.
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