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Investment Management
Midcaps and defence stocks rally after Conservative win in Germany
Could Germany’s Conservative win spark a lasting rally in midcaps and defence stocks?
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Investment Management
Balancing growth and valuation in Indian equities
Is India’s strong economic growth enough to justify its high equity valuations?
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Investment Management
US tariffs hit alcohol stocks: is the sector still investable?
How will looming US tariffs impact alcohol stocks, and are they still a long-term investment opportunity?
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Investment Management
Trump’s executive orders: what they mean for markets in 2025
How could Trump’s return and executive orders reshape the economic and investment landscape in 2025?
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Investment Management
Preparing for US equity and fixed-income market trends in 2025
What are the anticipated returns for US stocks and bonds in 2025, and how can investors prepare?
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Investment Management
Exploring opportunities in the Santa Rally
Is December the perfect time to invest in UK equities?
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Investment Management
Opportunities and risks in the 2025 equity market
What’s in store for global equities as we approach 2025?
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Investment Management
Navigating the risks of AI investment
Can investors separate AI's potential from the pitfalls of innovation?
Investment Management
The rise of AI: opportunity or overvaluation?
Is AI investment shaping markets or just another tech bubble?
Investment Management
The hidden concentration in UK equity markets
How concentrated are UK equity markets, and what does this mean for fund managers?
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Investment Management
How investing mirrors Blitz chess: mastering skill and timing
What do chess and investing have in common when it comes to avoiding financial losses?
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Investment Management
Navigating the risks and rewards of share buybacks
What are the potential risks and rewards of share buybacks in today's market?
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