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Investment Management
Midcaps and defence stocks rally after Conservative win in Germany
Could Germany’s Conservative win spark a lasting rally in midcaps and defence stocks?
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Investment Management
Balancing growth and valuation in Indian equities
Is India’s strong economic growth enough to justify its high equity valuations?
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Investment Management
Democratising private markets: new opportunities for retail investors
How are regulatory changes enabling retail investors to access private markets traditionally reserved for institutions? Professional investors only.
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Investment Management
How high valuations and fiscal risks could reshape US equity markets
Is US market dominance sustainable, or are extreme valuations setting the stage for a reversal?
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Pensions
Endgame strategies for defined benefit pension schemes
In this video, Matthew Arends, partner and head of retirement policy at Aon, explores the full range of defined benefit endgame strategies, breaking down the key considerations that shape long-term planning....
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Pensions
Fixed income outlook update: the market comes out swinging
Patience will be crucial in 2025 to navigate uncertain market shifts. With yields driven by rising risk-free rates and credit spreads near historic lows, starting valuations are key. Access our exclusive...
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Financial Advice
Revisiting the total return kings: lessons for investors
What can investors learn from revisiting the total return kings?
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Investment Management
Why investor appetite for thematic ETFs is shifting
Why did thematic ETFs experience their first year of outflows in a decade, and what’s next for the sector?
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Financial Advice
The future of fixed income: key themes for the next decade
What fixed income themes will define the next ten years for investors? Professional investors only.
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Financial Advice
AI agents and robotics: key drivers of future technology
How are AI agents and robotics shaping the future of technological innovation?
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Investment Management
Are US growth stocks overvalued, or do they still have room to run?
Are US growth stocks still investable, or is it time to shift toward value?
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Financial Advice
Navigating Asia's equity landscape amid global monetary shifts
How will Asia's equity markets adapt to global monetary easing and geopolitical shifts in 2025?
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