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Professional Investors
Asia multi-asset in a fragmented world
Asia multi-asset in a fragmented world
Why Asia now: a more resilient opportunity set against heightened global volatility.
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Professional Investors
Emerging markets debt holds firm amid rising geopolitical tensions
Emerging markets debt holds firm amid rising geopolitical tensions
Geopolitical tensions and higher oil prices increased dispersion across emerging markets debt, reinforcing...
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Professional Investors
Tracking Trillions: The assumptions shaping the scale of the AI build-out
Tracking Trillions: The assumptions shaping the scale of the AI build-out
The AI CapEx debate is usually framed as a demand-side question—will adoption justify the spend?—but...
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Professional Investors
Small but mighty: The defensive power of smaller companies
Small but mighty: The defensive power of smaller companies
Are smaller companies an underappreciated diversification tool?
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Professional Investors
Identifying the real opportunities in AI
Identifying the real opportunities in AI
Which stocks have surprisingly high exposure to the AI boom?
Professional Investors
Hormuz disruption: What it means for income investors
Hormuz disruption: What it means for income investors
Wild swings in energy prices signal inflationary forces stretching into the longer-term. Investors seeking...
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Professional Investors
Geopolitical tensions: Markets tend to price risk, not hope
Geopolitical tensions: Markets tend to price risk, not hope
When uncertainty rises, they tend to price risk first, often before outcomes are clear. The renewed tensions...
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Institutional Investors
The corporate pensions paradox
The corporate pensions paradox
Workplace pensions are one of the most significant benefits employers fund. But if employees are not...
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Institutional Investors
2030 Ready: From commitment to deployment
2030 Ready: From commitment to deployment
Scaling pension fund investment in the UK economy.
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Institutional Investors
The tax treatment of state pensioners
The tax treatment of state pensioners
The majority of UK pensioners will miss out on the Government’s income tax exemption from 2027.
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Institutional Investors
Britain is undersaving for retirement warns Pensions Commission
Britain is undersaving for retirement warns Pensions Commission
The Pensions Commission has published its interim report on the state of retirement saving in the UK,...
Professional Investors
April sees investors return to European ETFs
April sees investors return to European ETFs
How did Active ETFs perform last month?
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