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Investment Management
Economic backdrop shapes BlackRock's equities preferences
BlackRock justifies its strategic asset preferences and discusses capital market assumptions for the months ahead.
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Investment Management
Is it time to re-assess Latin America?
Latin America has been falling off the map in equity market terms over the past decade. This year’s standout performance highlights why there is good reason for investors to re-assess their long term allocations...
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Investment Management
How will growth stocks be impacted by inflation?
T. Rowe Price Portfolio Specialist, Laurence Taylor, discusses the position of growth stocks as the economy continues under the looming threat of inflation.
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Investment Management
Energy transition equities and the potential to harness the energy price
The long-term opportunity behind energy transition equities hasn’t changed. If anything, it has only become stronger in light of our new energy security goals.
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Investment Management
Will signs of peak inflation bring about a turnaround in 'growth' stocks?
When and how does inflation peak, and how does this impact economic growth and corporate profits?
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Investment Management
How past equity underperformance fails to predict the future
As the threat of a recession in the US remains uncertain, T.Rowe Price analyses the implications of past events to predict the equity performance of the future.
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Investment Management
Global outlook – Q4 2022 update
This whitepaper studies investment themes and looks into trends and their views.
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Investment Management
Stagflation and equities: how the current climate needs to adapt
As global growth stumbles, while inflation takes off, Schroders delves into the reemergence of stagflation, and what it might mean for equity portfolios.
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Investment Management
Can small-cap equities succeed in a turbulent economy?
In this episode of Schroders' 'The Investor Download' podcast, Robert Kaynor, Head of US Small and Mid-Cap Equities for Schroders North America, discusses his view on the position of small-cap funds in...
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Investment Management
Can the past predict the future?
New research by Schroders Capital suggests that past performance could be more instructive for some parts of the private equity market than others.
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Investment Management
Yield spike causes BlackRock to alter strategic asset views
This whitepaper explains how the surge in bond yields has prompted BlackRock to change its long-term asset views.
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Investment Management
A new stance: key trends in H2, 2022
T.Rowe Price explores the trends predicted to shape the second half of 2022 and looks at the future implications of the Russia-Ukraine crisis.
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