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Investment Management
An investor's definition of a 'great' company
The value of a business is the amount of money it will create for its owners over its lifetime, but working out what that figure is beforehand is complicated.
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Investment Management
What's next for the global economy?
Economies are set for a period of broadening global growth but which areas will do well and which will disappoint?
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Investment Management
What’s next for the other metals needed for the clean energy transition?
The transition away from fossil fuels towards clean energy is a transformative force for commodity markets, impacting a wide range of metals and materials, particularly uranium.
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Investment Management
Could we see Wall Street leaders in the White House?
Many have discussed the idea of JPMorgan CEO Jamie Dimon running for US president.
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Investment Management
Tighter credit spreads are not deterring investors
Despite a market trend to tighter spreads, there remain interesting sector wide opportunities in investment grade, particularly in Europe.
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Investment Management
How prices have changed since Blair's landslide win
Though things may be more expensive today, the UK's economy is by no means growthier.
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Investment Management
Uptick in green bond fund flows
The ESG label has become heavily scrutinised, and there has been an increase of funds removing references to ESG in their names, as well as a steady drop in new launches of ESG or sustainability-named...
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Investment Management
Priorities for the new government
As markets come to terms with the new government, what is a key focus for investors?
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Investment Management
The Trillionaire Club members making outperformance look easy
Hyped megatrends are inspiring giddy valuations and more members of the Trillionaire Club.
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Investment Management
Think carefully about market expectations
The longer the wait, the better the outcome - or not.
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Investment Management
How will Labour government impact wallets and portfolios?
Keir Starmer has chosen his cabinet, held his first press conference, and had his first conference call with US president Joe Biden. What's next?
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Investment Management
Is blood glucose monitoring the next big wellness trend?
There is strong interest but will the cost put consumers off?
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