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Professional Investors
Can the Eurozone tolerate higher rates for long?
Can the Eurozone tolerate higher rates for long?
The market is pricing in higher euro rates through 2031. But can the region’s economy take them?
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Professional Investors
AI is transforming fund research — but not investment decisions
AI is transforming fund research — but not investment decisions
Morningstar finds generative AI is delivering firms with productivity gains but has not crossed the...
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Professional Investors
The AI cycle is evolving. How can investors capture productivity gains?
The AI cycle is evolving. How can investors capture productivity gains?
Fidelity's Equities Monthly explores global equity market gains and the widening opportunity set in tech....
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Professional Investors
India's valuation reset improves opportunity - but patience remains warranted
India’s valuation reset improves opportunity - but patience remains warranted
India’s valuation reset is real, but the catalyst for renewed relative performance is not yet obvious...
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Professional Investors
Opportunities in the lifecycle of healthcare innovation
Opportunities in the lifecycle of healthcare innovation
Why uncertainty may create meaningful opportunities in healthcare innovation.
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Professional Investors
Equities outlook: Balancing AI's promise and near-term macro risk
Equities outlook: Balancing AI’s promise and near-term macro risk
Janus Henderson's Lucas Klein and Marc Pinto explore how AI uncertainty and geopolitical tension may...
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Institutional Investors
Deepfakes, synthetic identities and AI-powered impersonation in pensions
Deepfakes, synthetic identities and AI-powered impersonation in pensions
Explore the latest global cybercrime trends, key developments in identity risks and the specific vulnerabilities...
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Institutional Investors
Total spend on DB pensions down 70% in three years, says WTW report
Total spend on DB pensions down 70% in three years, says WTW report
WTW provides analysis of the pension disclosures made by FTSE 350 companies with 31 December 2025 year-ends....
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Institutional Investors
SpaceX, mega-IPOs and the rising risk of equity oversupply
SpaceX, mega-IPOs and the rising risk of equity oversupply
Fisher Investments Europe: Rising aggregate equity supply and euphoria are emerging as a risk in markets,...
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Professional Investors
SpaceX, Anthropic, OpenAI: The blockbuster IPOs that could transform public and private markets
SpaceX, Anthropic, OpenAI: The blockbuster IPOs that could transform public and private markets
2026 is shaping up to mark the return of blockbuster IPOs, with three potentially on the horizon. What...
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Professional Investors
The $1.75 trillion question: An IPO that could change everything
The $1.75 trillion question: An IPO that could change everything
Ninety One: The SpaceX IPO is just the opening act.
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Professional Investors
European asset managers: Growth opportunities exist amid pressures
European asset managers: Growth opportunities exist amid pressures
Morningstar's latest analysis of European asset managers suggests fee compression, passive investing...
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