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Professional Investors
Global Macro Outlook: Third Quarter 2026
Can the global economy stay resilient?
Geopolitical tensions haven’t discouraged investors, who seem long-term focused—especially on the promise...
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Institutional Investors
Private credit: Pockets of resilience
Private credit: where the resilience really lies
Not all direct lending is created equal, and trustees may want to look past the headlines
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Professional Investors
The Week in Markets 26 June
Tech stocks stumble, but the wider market tells a calmer story
Why a sharp semiconductor sell-off may say more about positioning than the economy
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Institutional Investors
Tapping the potential of pensions for home ownership
Tapping the potential of pensions for home ownership
Buying a first home and saving for retirement are two of the biggest financial priorities many younger...
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Institutional Investors
Longevity report
Are life expectancies bouncing back?
Understand how emerging longevity trends impacts schemes.
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Institutional Investors
Five reasons to invest in CLOs
Five reasons CLOs deserve a place in fixed income portfolios
Higher yield, low duration risk and a 25-year record without a single AAA default
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Institutional Investors
Robotics, AI and the next productivity frontier
Robotics and AI point to a "practical, not humanoid" productivity frontier
The robots that matter aren't the ones that look human
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Institutional Investors
The Great Convergence: Why Emerging Markets Are Outgrowing Their Risk Premium
Are emerging markets becoming a source for resilience?
As developed economies wrestle with fiscal strain and fragmentation, AI infrastructure, energy security,...
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Institutional Investors
Code, carbon, kilowatts: AI's hidden toll and the race to green the grid
Code, carbon, kilowatts: AI’s hidden toll and the race to green the grid
Data-centre investment reached $580bn (USD) in 2025, putting AI on track to become one of the world's...
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Professional Investors
UK politics: Continuity priced in, risks simmer
Why Andy Burnham's smooth succession may be less reassuring than it looks
UK politics: Continuity priced in, risks simmer
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Professional Investors
Are UK Stocks a Value Trap or a Value Opportunity?
UK stocks: Value trap or value opportunity?
A decade after Brexit, could UK equities be poised for a bounce back?
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Professional Investors
The value of true MPS partnership in delivering client outcomes
The value of true MPS partnership in delivering client outcomes
Strong MPS frameworks are only part of the solution. How can an effective partnership help advisers focus...
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