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Institutional Investors
Inbox Under Threat: Securing Pension Communications in a Digital-First World
  • 14 July 2026
You've got mail: Securing pension communications in a digital world
Watch LexisNexis® Risk Solution's recorded webinar in partnership with PASA reviewing the advantages...
Institutional Investors
Largest IPO in history whilst 'Mag 7' performance dips
  • 14 July 2026
SpaceX IPO lifts off as the Mag 7 dips
Simeon Willis and Kerry Foxall explore the key developments shaping markets in XPS Group's latest Investment...
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Institutional Investors
The Credit Market Lens: A Higher Bar for Earnings Season
  • 14 July 2026
AI hyperscaler capex leaves little room for error this earnings season
PIMCO's Lotfi Karoui on why forward capital spending guidance may matter more than the results themselves...
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Institutional Investors
2026 midyear geopolitical update: What "structural competition" means for investors
  • 14 July 2026
What does “structural competition” mean for investors?
Markets, supply chains and long-term investment opportunities are being reshaped.
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Institutional Investors
Emerging Market Debt Indicator – June 2026
  • 14 July 2026
Emerging market debt held steady in June despite a more hawkish Fed
Ninety One's EM debt team breaks down regional performance and where they see value heading into the...
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Professional Investors
ASEAN's lost decade: Is value finally emerging?
  • 14 July 2026
ASEAN’s lost decade: Is value finally emerging?
Years of underperformance have left ASEAN markets looking inexpensive. With valuations attractive and...
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Professional Investors
Stagflation calls for flexibility in fixed income, not abandonment
  • 14 July 2026
Why stagflation risk argues for flexible fixed income, not a reduced allocation
A flexible bond strategy can help navigate different phases of the inflation cycle.
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Professional Investors
Schroders Equity Lens July 2026: your go-to guide to global equity markets
  • 14 July 2026
Equities are expensive but underpinned by unusually strong earnings growth expectations
How to respond to stagflation worries
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Professional Investors
AI goes global
  • 14 July 2026
How AI capital spending is redrawing the global fixed income map
AI’s global expansion is reshaping markets, politics and the balance of economic power.
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Professional Investors
Inflation from the Gulf conflict is on its way – Analyst Survey
  • 14 July 2026
Which sectors face the biggest cost pressures from the Middle East conflict?
The latest resumption of hostilities in the Persian Gulf is yet another reminder of how uncertain the...
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Professional Investors
What El Niño means for agricultural commodities in 2026
  • 14 July 2026
El Niño and the Strait of Hormuz: What the converging supply shocks mean for agricultural commodities
A strong El Niño is developing, arriving against a warmer climate baseline and into a fertiliser market...
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Institutional Investors
easyJet and private equity – should this really be allowed?
  • 14 July 2026
easyJet's private equity approach: A good deal, or the wrong deal?
Woodhill Asset Management holds easyJet shares — and still has reservations about the Apollo bid
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