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Browsing: Equities
Partner Insight: Short on oil, shorter on compute power While the full impact of supply chain disruption may still lie…
The market reaction to recent events in the Middle East suggests investors are focusing on technology and AI rather than…
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Within global equities, the search for alpha is increasingly moving beyond the largest names and towards the next generation of…
For much of the past decade, global equity returns have been dominated by US mega-cap stocks. But today emerging market…
Periods of market volatility can be unsettling for investors. Sharp swings in asset prices, shifting correlations between traditional asset classes…
Partner Insight: Why now is the time for equity income A volatile geopolitical environment and valuation risks pose a challenge…
US debt and dollar dominance The US has long defied conventional economic wisdom by sustaining persistent fiscal and trade deficits…
A challenging environment A backdrop of geopolitical tensions is creating a more challenging environment for equity investors. Conflict and shifting…