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Professional Investors

European construction: Green shoots of growth?

01 July 2026

Building blocks: What's next for cement and steel?

Prospects for European cement and steel industries are mostly brighter on expectations of higher infrastructure-,...

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Institutional Investors

30 June 2026

Is AI inflationary or deflationary? Northern Trust says it's both, just not at the same time

Peter Wilke argues the AI build-out is straining supply today, even if the technology proves disinflationary...

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Institutional Investors

The bull case for emerging markets just got stronger

30 June 2026

Emerging markets enter a new era of strength

Fundamentals, not just optimism, now drive the EM investment case.

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Institutional Investors

Rethinking global credit: Creating a new edge in a fragmented world

30 June 2026

Why trustees should rethink how their global credit mandates are built

L&G's Ian Hutchinson argues alpha in credit no longer comes from simply holding spread, but from integrating...

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Institutional Investors

30 June 2026

Connected Covenant: Adding an extra layer of protection

As schemes explore different endgame options, solutions that combine capital support with employer covenant...

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Institutional Investors

30 June 2026

Governance inertia: Why schemes resist change

While the case for governance change may be strengthening, most pension schemes remain reluctant to make...

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Professional Investors

30 June 2026

Why a multipolar world is good news for emerging markets

As geopolitical alliances are redrawn and energy security returns to the agenda, is China's evolving...

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Professional Investors

30 June 2026

Can AI deliver lasting growth?

AI spending is lifting growth now, but productivity must carry it forward.

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Professional Investors

What to look for in a Managed Portfolio Service provider

30 June 2026

What advisers should look for in an MPS provider, according to Tatton

As MPS assets near £200bn and provider numbers swell, Tatton sets out what really differentiates providers...

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Professional Investors

Pensions and inheritance tax: Why the new rules could create more than a tax bill

30 June 2026

Why pension inheritance tax changes are about more than just the tax bill for clients

Evelyn Partners' Louise Brooks and Joseph Wicks argue the bigger issue for many clients will be administrative...

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Professional Investors

Three reasons why we are staying optimistic about Asian stocks

30 June 2026

Three reasons Jupiter is staying bullish on Asian stocks

Asia's tech giants are still raising prices on surging demand — Jupiter's Jason Pidcock and Sam Konrad...

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Professional Investors

30 June 2026

Don't bet the house: Why property still isn't paying off for clients

Property's losing its shine as an investment — Rathbones' new research shows why UK housing is struggling...

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