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Professional Investors
The Best-Performing Funds in October
Which funds are leading the performance tables as markets shift?
UK equities and income strategies dominated October's top performers, while Asian funds led year-to-date returns.
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Professional Investors
What should a well-equipped portfolio look like in a modern and evolving world?
What should a well-equipped portfolio look like in a modern and evolving world?
How does successful portfolio construction begin with discipline and flexibility?
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Institutional Investors
The Case for Collective Defined Contribution
The case for collective defined contribution
A different approach to retirement saving. What are the investment implications?
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Institutional Investors
Pension trustees – investment and fiduciary duties: consultation
DWP Consultation: Pension trustees – investment and fiduciary duties
Seeking views on draft guidance concerning pension fund investment, fiduciary duties and related duties of occupational pension trustees.
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Professional Investors
Value vs growth: Have we seen this story before?
Value vs growth: Have we seen this story before?
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Institutional Investors
What is lurking in your blind spot when you make DB pension strategy decisions?
Are hidden systemic risks undermining your DB pension strategy?
Why trustees must look beyond scheme-level risks to protect funding strategies and long-term member outcomes....
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Professional Investors
Magnificent 7 earnings: AI expectations are being tested
Magnificent 7 earnings: AI expectations are being tested
The Magnificent Seven's latest results reveal which technology giants are turning the AI boom into profits - and which still have something to prove
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Professional Investors
Monthly Digest: Seasonal scares
Navigating seasonal scares: coping with investment risk
How should investors navigate the triple threat of AI capex doubts, monetary tightening, and geopolitical conflict?
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Professional Investors
The convergence of public and private markets — part 3
Connecting public and private markets: The asset manager’s edge
Can asset managers turn public and private market convergence into a true investment advantage?
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Professional Investors
Three market risks bolster the case for defensive equities
Navigating market turbulence: The defensive equity case
Can quality defensive stocks protect portfolios as AI capex financing and interest rate pressures mount?
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Institutional Investors
The resource crunch: conflict, AI and the race for energy, metals and food
AI, conflict and supply shortages: Is a new commodities supercycle emerging?
Ninety One examines how mounting pressure on global resources is reshaping the investment outlook.
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Professional Investors
Africa: finding opportunity across equity and bond markets
African equities and bonds: Are investors overlooking a long-term opportunity?
M&G examines the investment case for African markets and why local expertise matters.
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