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Investment Management
Preparing portfolios for falling interest rates
What could falling interest rates mean for equity and bond markets in 2025?
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Investment Management
Six of the FTSE’s top dividend payers
For those looking for a consistent income, the focus on companies having strong balance sheets and a quality offering becomes ever more important.
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Investment Management
Leveraging data and technology for buy-side success
How can buy-side firms leverage data and technology to stay competitive in a rapidly evolving landscape?
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Investment Management
Navigating market shifts after Trump’s 2024 victory
How will Donald Trump’s 2024 victory impact global investment strategies?
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Investment Management
Shareholder activism in Japan: From taboo to mainstream
Shareholder activism is no longer a taboo but a rising trend—how is this shift transforming corporate governance and investor influence?
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Investment Management
Unearthing value outside of AI
The strong recent performance of the Magnificent 7 has increased the technology concentration in the S&P 500 Index and even more in the Russell 1000 Growth Index. Professional investors only.
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Investment Management
Is this the next wearable tech trend?
There is increasing interest in the use of continuous glucose monitors (CGMs) for wellness, which extends the appeal of the devices well beyond the diabetic population.
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Investment Management
Global markets hit by economic jitters
Global markets saw sharp declines amid renewed economic concerns. How will this volatility shape the outlook for equities and bonds?
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Investment Management
Which banks managed to outperform during SVB crisis?
In a year that has seen a banking crisis on one side and a wave of artificial intelligence enthusiasm on the other, humble banks have managed to outperform
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Investment Management
Will the Fed cut in September?
Inflation is trending in the right direction, with core goods and supercore services deflating slightly month over month- but shelter remains sticky. What does this mean? Professional investors only.
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Investment Management
Lessons learned from SVB collapse
Duration management, or rather the lack of it, was a key factor in Silicon Valley Bank (SVB)'s collapse. Professional investors only.
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Investment Management
Opportunities in the oil market
Discover how strategic investments in the oil sector can unlock significant value amidst the evolving energy landscape.
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