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Schroders
August 1, 2025
What would stagflation mean for equity investors?
According to Duncan Lamont, CFA Head of Strategic Research at Schroders, history suggests that in an...
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Baillie Gifford
July 31, 2025
Sustainable fashion can deliver strong returns
How many pairs of jeans do you own? Did you buy them new, or did you go to a second-hand store to…
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Capital Group
July 31, 2025
Capital Group | Tariff resilience: What makes some companies stand strong?
As the 90-day pause on country-specific tariffs ends, a strategic focus on which companies are built...
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Goldman Sachs Asset Management
July 23, 2025
How Active ETFs Can Help Investors Fine-Tune Portfolio Construction
Active ETFs deliver the advantages of active management and the ETF wrapper. Thanks to this unique…
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Janus Henderson
July 21, 2025
Janus Henderson: Trump’s Pharma tariff threat: implications for European CLOs
Healthcare is the largest sector within the Collateralised Loan Obligation (CLO) universe. Portfolio...
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RBC BlueBay Asset Management
July 21, 2025
RBC BlueBay: A 'cold' moment for Trump
Trump piles pressure on Powell, bond market already priced in new Fed chair.
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Capital Group
July 17, 2025
Capital Group | 2025 Midyear Investment Outlook
As we reach the midpoint of 2025, the change we’ve witnessed since the start of the year is...
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Schroders
July 16, 2025
How we’re using AI to enhance our investment edge in public markets
Schroders believes that AI complements human expertise rather than replacing it.
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RBC BlueBay Asset Management
July 15, 2025
RBC BlueBay: Is this the end of US exceptionalism?
How can investors add value and generate returns?
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Baillie Gifford
July 7, 2025
Baillie Gifford: our investment beliefs
Explore our investment philosophy and how we seek out the best investments on your behalf. Our…
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RBC BlueBay Asset Management
July 7, 2025
RBC BlueBay: Joy, Despair and the Road in Between
US budget bill increases pressure on Fed chief Powell.
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Goldman Sachs Asset Management
July 4, 2025
Seizing Potential Opportunities with Active Fixed Income ETFs in 2025
Actively managed exchange-traded funds are on the rise. First introduced in 2008, active ETFs have…
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Van Lanschot Kempen Investment Management
