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Investment Management
Disruption is losing its ability to surprise
Are we heading for a “decade of the incumbent”?
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Investment Management
Global equities: the three big surprises of 2023
Our investment framework is constantly adapting to the challenges of change.
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Investment Management
Is equities worth the risk?
With continued volatility in financial markets, is investing in equities worth the risk?
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Investment Management
Opportunity in climate change: Is it worth the investment?
The clean energy mega-trend is not going anywhere and this transformative sector offers investors the opportunity to capture real returns while tackling some of our most pressing climate goals.
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Investment Management
Are investors too pessimistic on U.K. homebuilders?
Current stock prices are simply too bearish for major U.K. homebuilders and investors stand to benefit from taking a contrarian position in the sector.
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Investment Management
Survey: Is home bias still prevalent in the UK?
Your exclusive report on global equities, sustainability and more.
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Investment Management
Is there more to come in Asian EM equities?
Will the strong start in Asian EM equities continue?
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Investment Management
Impact investing - Which companies should you pick?
There are opportunities in the global transition to zero carbon and sustainable economies, but which companies should you pick?
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Investment Management
Can Japanese value benefit from corporate governance?
Will value stocks benefit from a years-long effort to improve corporate governance in Japan?
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Investment Management
An all-cap approach makes sense in today’s US equity market
In a tight risk/reward environment, stock selection will be the key driver of returns.
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Investment Management
Fed and Treasury won't come to the rescue
The Fed stuck to its inflation-fighting script yesterday, pointing to other tools available for fighting market stress. Markets didn’t really appreciate it – but it does suit our script.
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Investment Management
European banks: steadying the ship?
A week on from the collapse of Silicon Valley Bank in the US, all eyes are on Europe with the merger of UBS following its takeover of Swiss rival Credit Suisse.
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