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Investment Management
Europe’s remilitarisation set to offer more opportunities for defence investors
Defence contractors stand to gain from increased investment and new targets.
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Investment Management
Higher defence outlays may reignite European growth – but pressurise bonds
Rearmament could stimulate economies, although investors should be wary of inflationary risks.
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Investment Management
Navigating a post-globalisation world
Trade tensions continue to reshape global markets and impact investors.
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Investment Management
How are companies handling tariff pressures?
Which sectors are the most exposed to policy shifts?
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Investment Management
Will the Bank of England cut interest rates again?
Economic slowdown and above-target inflation are shaping the rate-setter’s decision.
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Investment Management
How are MPS portfolios addressing today's risks?
Exploring if current strategies can adequately address interest rate and inflation risks.
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Investment Management
Which defence firms are riding the rearmament wave?
Many defence contractors have reported record revenue growth.
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Investment Management
Inside the surge of AI-themed funds
Why are Magnificent Seven stocks frustrating fund managers?
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Investment Management
Spending Review 2025 - What does it include?
Which sectors will receive an investment boost?
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Investment Management
Uncertainty clouds emerging markets
Despite investors’ concerns, are there still opportunities in EMs?
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Investment Management
Navigating interest rate risk with greater precision
How can investors manage this key portfolio issue?
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Investment Management
Is the US stock market out of the woods?
Recent data suggests reasons to be positive, but will uncertainty and volatility return?
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