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Investment Management
UK Tech Giant Hiding in Plain Sight?
LSEG isn't immune from the various criticisms levelled at the UK's pedestrian markets. So why does its share price continue to creep upwards?
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Financial Advice
Value is back in IG credit
Elevated bond yield levels and an improving picture for investment grade bonds could bode well for fixed income investors.
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Financial Advice
Why break down liquidity silos?
Breaking down the boundaries between liquid and illiquid assets could better align portfolios to our objectives and time horizon.
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Investment Management
Attractive yields but narrow spreads: what's the solution?
To overweight or underweight.
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Financial Advice
Year of The Dragon: Cautious But Excited on China?
Given the risks, MIM is still exercising a degree of caution in the amount of capital it has deployed in the market.
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Financial Advice
Investors must stay the course in equity market
Long-term focus on investment in high quality companies could help investors secure longer term gains.
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Financial Advice
Building momentum: the 2024 outlook for ESG regulation
What's in store this year?
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Financial Advice
Investing in China means embracing discomfort
Sentiment toward China is weak, but opportunities exist for investors who seek them.
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Investment Management
Is private credit a multi-year opportunity?
The vintages over the next couple of years are going to be very, very attractive from a return perspective across the full range of opportunities.
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Financial Advice
Fed wants more certainty before cutting rates
The risk of inflation getting stuck at above-target levels, or even reaccelerating, remains crucial for Fed policy.
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Financial Advice
Six reasons why US small-cap stocks look encouraging
A potentially big opportunity.
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Investment Management
Navigating the rate descent
Be optimistic on alpha generating opportunities, but still with an up in quality bias and a global lens in terms of putting together the optimal portfolio.
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