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Investment Management
Fed Chair change puts bond markets in focus
Will the Fed cut rates this year?
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Investment Management
China’s AI evolution enters a new era
What investment opportunities could emerge as the country embraces ‘Agentic AI’?
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Investment Management
Conflict keeps Europe cautious
Markets expected double-digit growth for Europe in 2026, but this has been impacted by the Middle East crisis.
Investment Management
European asset managers reassess outlook after Q2 reversal
How has geopolitical uncertainty impacted active strategies?
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Investment Management
Asia multi-asset in a fragmented world
Why Asia now: a more resilient opportunity set against heightened global volatility.
Investment Management
Emerging markets debt holds firm amid rising geopolitical tensions
Geopolitical tensions and higher oil prices increased dispersion across emerging markets debt, reinforcing the importance of selective, fundamentals-driven investing.
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Investment Management
Hormuz disruption: What it means for income investors
Wild swings in energy prices signal inflationary forces stretching into the longer-term. Investors seeking dependable, inflation-proofed income need a flexible approach across a global pool of assets....
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Investment Management
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 in the Middle East are a reminder of that dynamic, bringing energy risk, inflation concerns...
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Investment Management
Discover US opportunities amid the uncertainty
Hear from US investment specialists on the trends that matter most.
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Investment Management
Oil, Iran and global supply chains: Why duration matters for markets
The recent Iran-related escalation in the Middle East has moved beyond a short-term oil shock.
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Investment Management
The HALO effect
The case for investing in heavy asset/low obsolescence assets.
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Investment Management
Exploring sanctions complexity and compliance challenges
What is the regulatory outlook for the remainder of the year?
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