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Investment Management
How strong is the outlook for electric vehicles?
Investors can expect strong growth through the second half of the decade and plenty of opportunity through the supply chain.
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Investment Management
Real estate logistics sector keeps on trucking
After spectacular falls last year for the real estate logistics sector, investor interest is starting to emerge.
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Investment Management
Is the time ripe for bargain-basement European auto stocks?
Most automotive majors are looking incredibly cheap, but the outlook for consumer demand is dampening sentiment for these stocks.
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Investment Management
What's the low-risk way to invest in AI?
Investors are seeking opportunities in AI and for those looking for a low-risk strategy, there is one name that stands out.
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Investment Management
Three key factors underpinning a new era of resilience for Spanish banks
The banking sector has undergone significant restructuring since the Global Financial Crisis, resulting in increased resilience.
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Investment Management
Want outperformance? Southern European markets are hot
Southern Europe is having its best start to the year in a long time, but drilling down to the underlying drivers shows that this rally may still have legs.
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Investment Management
Where now for global equity markets?
Five forces defining the equity cycle.
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Investment Management
Has a new bull market begun?
The jury is still out as to whether the next US bull run is underway because the market's rally remains exceptionally narrow.
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Investment Management
Why T. Rowe Price has upped its allocation to US equities
Earnings outlook for US companies is trending positive.
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Investment Management
Where are the opportunities for multi-asset funds in a high rates world?
Investors in multi-asset income funds can benefit from an improved payout without their managers needing to take on excessive risks.
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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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