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Institutional Investors
Second Place, First Returns: The World Cup's Hidden Investing Trend
How investing in the World Cup runner-up has been a winning strategy historically
AJ Bell's Dan Coatsworth crunches the numbers on 35 years of World Cup investing
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Professional Investors
China: outside the spotlight
While the AI spotlight stays on Taiwan and Korea, is China being overlooked?
Baillie Gifford on the emerging market case that's easy to miss, from a shifting consumer wealth effect...
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Professional Investors
Equity Outlook: AI Enthusiasm Leaves Little Margin for Error
Markets are pricing AI for a perfect outcome. What if it isn't one?
AB's Nelson Yu on why strong second-quarter equity returns mask a narrower path for error, and where...
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Professional Investors
UK Equity Income Bulletin – July 2026
UK equities: the confidence gap that valuations can't explain
JOHCM's UK Equity Income team on a calmer gilt market, resilient balance sheets, and why overseas buyers...
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Professional Investors
Three Myths About Income Investing — And Why the Data Says Otherwise
Dispelling three income investing myths
Why the old assumptions about UK equity income no longer hold up
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Institutional Investors
Pensions Commission publishes interim report
Millions face retirement income shortfalls
The Pensions Commission’s interim report highlights growing pressures on the UK retirement system.
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Institutional Investors
Dynamic Discount Rates: Improving resilience in endgame strategies
Dynamic Discount Rates: Improving resilience in endgame strategies
Dynamic Discount Rates (DDR) can help pension schemes reduce funding volatility while improving certainty...
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Institutional Investors
Earthquakes Compound Venezuela's Hardship
Venezuela's earthquakes add fresh uncertainty to a fragile recovery
Twin quakes threaten to derail debt restructuring hopes just as investors were turning cautiously optimistic...
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Institutional Investors
Low earth, high stakes: The LEO satellite race between AI demand and geopolitical fragmentation
The satellite race that could decide who owns the AI economy's connectivity layer
SpaceX's IPO just put a price tag on a bet investors have already made
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Professional Investors
Stock markets: ecology and evolution
Stock markets: Ecology and evolution
Capital flows and market narratives are changing how global markets behave.
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Professional Investors
Small and overlooked: Opportunities in US smaller companies
US small-caps: Small in size, big in potential?
After a decade of underperformance versus large-caps, US small-caps may be approaching an inflection...
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Professional Investors
Global equities: Diversification is an edge, not a compromise
Global equities: Diversification is an edge, not a compromise
Concentration risk has become an increasingly important consideration for global equity investors in...
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