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Investment Management
Nvidia, Tesla, and the risk of overhyped technology stocks
Is the AI stock rally the next big market bubble?
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Investment Management
Jupiter’s expert insights on the Spring Statement
Is the government on the right path to grow the UK economy?
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Investment Management
How tariffs may influence the Fed’s 2025 rate strategy
Will US tariffs influence the Federal Reserve's interest rate decisions in 2025?
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Investment Management
Rethinking US equity exposure as valuation premiums persist
Discover why future earnings growth may not support a valuation premium for U.S. over non-U.S. stocks.
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Investment Management
Growth that endures: Investing beyond the headlines
Beyond the headlines and short-term trends, the Baillie Gifford Managed Fund focuses on fundamental analysis to find companies with enduring growth potential. Investment managers Iain McCombie and Steven...
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Investment Management
Is complexity required for investment success?
A long-term perspective, combined with a simple and consistent approach can be a true differentiator amongst strategies.
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Investment Management
Interest rate hold signals cautious optimism for UK markets
What does the Bank of England's decision to hold interest rates at 4.5% mean for the economy?
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Investment Management
Why the 60/40 portfolio no longer fits the bill
Is the traditional 60/40 portfolio still fit for purpose in today’s market environment?
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Investment Management
How tariffs could reshape the US inflation outlook
Will softer inflation data be enough for the Federal Reserve to start cutting interest rates?
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Investment Management
Supporting financial advisers in an increasingly globalised world
How is international wealth management evolving to meet the needs of financial advisers and their clients?
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Investment Management
Market implications of the BoE’s shifting rate-cut trajectory
Will inflation concerns force the Bank of England to delay rate cuts longer than expected?
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Investment Management
Small caps, big potential: finding global opportunities
Scott Woods, portfolio manager in the global equities team at Columbia Threadneedle Investments, shares his insights on the trends shaping the small caps investment space
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