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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
UK equities – after the gloom, the profits?
Investors risk missing out given the brightening macro picture.
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Investment Management
Interest rate outlook - Bonds vs Equities
Following the release of data that paints a surprisingly resilient economic picture for the US, what does this mean for interest rates and the global economy?
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Investment Management
Who will be the new global economic leaders?
With the shifting global landscape, who will be the new economic leaders?
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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
Summer’s not cancelled - consumers will be spending
Consumer discretionary stocks such as airlines look attractive.
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Investment Management
The inflation picture is changing
After a slow deceleration of US inflation in the first half of 2023, markets saw a surprising deflation in June - what's the cause?
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Investment Management
The landscape for investing is changing
What themes should investors keep an eye out for when investing in the new investment landscape?
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Investment Management
Are investors prepared for the new economic cycle?
Amid rising interest rates and a significant repricing in the market, are investors ready for the new economic cycle?
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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
Global asset allocation: June insights
The outlook remains mixed as central banks reach peak tightening.
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Investment Management
ECB Policy Rates - How high will it go?
With inflation remaining sticky it is expected the ECB will raise it's rates further, but by how much?
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