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Market Outlook
‘AI Not a Bubble, Diversify into Defence’
28 MAR, 2024
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By
Generali Investments
Why 2024 could finally be the UK’s year
28 MAR, 2024
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By
Jose Luis Palmer
AI’s ‘Invisible market’ opportunity
27 MAR, 2024
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By
Polar Capital
Which asset classes should be most likely to benefit from lower rates?
27 MAR, 2024
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By
François Rimeu
Indicators show the economy cooling down
27 MAR, 2024
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By
Generali Investments
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Swiss National Bank Clears the Way for Rate Cuts
26 MAR, 2024
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By
Edmond de Rothschild Asset Management
Key aspects for this week, according to Benoit Anne from MFS Investment Management
26 MAR, 2024
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By
RankiaPro Europe
The Japanese yen: US data will be decisive
26 MAR, 2024
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By
RankiaPro Europe
Portugal’s government formation to test political stability, economic and fiscal prospects
22 MAR, 2024
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By
Scope Ratings
World Water Day: the importance of water management
22 MAR, 2024
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By
RankiaPro Europe
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Nordic Small Caps, the renaissance due to innovation and sustainability
22 MAR, 2024
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By
DNB Asset Management
Asset Managers React to the Fed’s Decision to Maintain Interest Rates
21 MAR, 2024
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By
Jose Luis Palmer
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The end of an era? Experts react to the Bank of Japan’s interest rate hike
21 MAR, 2024
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By
RankiaPro Europe
Bank of Japan policy shift ushers in a new era for investors
21 MAR, 2024
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By
PIMCO
Liquidity and US mega caps drive share prices
21 MAR, 2024
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By
Generali Investments
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BofA’s March European Fund Manager Survey reveals rising confidence: Springtime for bulls
20 MAR, 2024
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By
Jose Luis Palmer
Anniversary of the Credit Suisse/Ubs integration: the CoCos circle closes
20 MAR, 2024
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By
Carmignac
Fed meeting this week: what can we expect?
20 MAR, 2024
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By
Jose Luis Palmer
How do women invest?
18 MAR, 2024
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By
RankiaPro Europe
The downward trend in inflation is quite clear
15 MAR, 2024
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By
Generali Investments
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Potential for attractive returns with Nordic high-yield bonds
15 MAR, 2024
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By
DNB Asset Management
4 aspects to keep an eye on ahead of the US elections
14 MAR, 2024
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By
Capital Group
Investing in emerging markets in the current landscape
13 MAR, 2024
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By
Capital Group
90% of managers bet on investment-grade debt and private credit as assets with the highest return potential
13 MAR, 2024
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By
Goldman Sachs
Sustainability, three reasons to go beyond decarbonisation
12 MAR, 2024
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By
abrdn
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A year on, European banks are in good health
12 MAR, 2024
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By
Scope Ratings
Climbing the wall of worries
12 MAR, 2024
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By
Pierre Mouton
Offense trumps defense as global growth expands
11 MAR, 2024
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By
UBS
The five factors that are driving fixed income right now
11 MAR, 2024
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By
Marco Giordano
News
The ECB keeps interest rates at 4.5%. Fund managers react
8 MAR, 2024
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By
RankiaPro Europe
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What keeps a fixed income manager awake at night?
7 MAR, 2024
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By
Wellington Management
What is Solactive Equileap Global Gender Equality?
7 MAR, 2024
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By
Teresa Blesa
Perspectives for European and Spanish banks: stability but with nuances
6 MAR, 2024
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By
Scope Ratings
Lessons from the past on how to position equity portfolios in a US presidential election year
6 MAR, 2024
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By
Pierre Debru
Analysts predict an improvement in most sectors in the next 12 months, according to Fidelity
6 MAR, 2024
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By
RankiaPro Europe
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Back to the future: Term premium poised to rise again, with widespread asset price implications
5 MAR, 2024
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By
PIMCO
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The ECB meets on Thursday. What can we expect?
5 MAR, 2024
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By
RankiaPro Europe
Stock and bond bifurcate as Central Banks actions are repriced
4 MAR, 2024
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By
Paolo Zangheri
The direction of the global economy has not changed significantly since the beginning of the year
4 MAR, 2024
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By
Guy Wagner
Why focus now on short duration in emerging markets?
1 MAR, 2024
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By
Natixis Investment Managers
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Unleash the Potential of India
1 MAR, 2024
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By
abrdn
News
Keith Metters, new president of Fidelity
29 FEB, 2024
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By
Fidelity International
Perspectives of the technology sector in 2024
29 FEB, 2024
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By
RankiaPro Europe
Thematic investing focus: security in a world of great-power competition
29 FEB, 2024
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By
Wellington Management
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Klarphos appoints Isabel Martín as Business Development Manager for Southern Europe
28 FEB, 2024
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By
RankiaPro Europe
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2024: A roadmap of geopolitical risk
28 FEB, 2024
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By
RankiaPro Europe
Focus on Copper: a market in search of balance
27 FEB, 2024
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By
Marco Mencini
China continues with targeted easing steps
27 FEB, 2024
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By
Christoph Siepmann
European stock market: conclusions from the earnings season
26 FEB, 2024
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By
Janus Henderson
Launches
Pictet Group Launches Pictet Research Institute to Enhance Investment Capabilities
26 FEB, 2024
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By
RankiaPro Europe
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Is the horizon clearing for private assets in 2024?
26 FEB, 2024
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By
Lombard Odier
Is there an Artificial Intelligence bubble? Nvidia reports results
23 FEB, 2024
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By
Sycomore Asset Management
What is the best way to invest in emerging markets?
22 FEB, 2024
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By
Wellington Management
How long will the U.S. “miracle” last?
21 FEB, 2024
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By
Alexis Bienvenu
Reasons to maintain confidence when investing while the stock market is at historic highs
20 FEB, 2024
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By
Duncan Lamont
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Emerging markets debt: resilience in the face of adversity
20 FEB, 2024
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By
Gillian Edgeworth
Heat pumps: subsidy reduction won’t stall demand
19 FEB, 2024
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By
Christian Rom
Milan Fashion Week: the time to reflect on how to invest in luxury
19 FEB, 2024
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By
Teresa Blesa
Power play, the rise of battery storage
16 FEB, 2024
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By
Generali Investments
Sustainability in 2024: from net zero to a more holistic approach
16 FEB, 2024
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By
AXA Investment Managers
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Investing in the era of artificial intelligence
14 FEB, 2024
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By
DWS
The Super Bowl as a financial oracle: Can it predict the markets?
12 FEB, 2024
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By
Federated Hermes
US Economic Growth in 2024: Insights from Generali Asset Management
9 FEB, 2024
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By
Johanna Zidani
Insights from Giordano Lombardo, CEO & Co-CIO at Plenisfer Investments : Secular Trend Reversal
9 FEB, 2024
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By
RankiaPro Europe
Generation Z investors turn to finfluencers for guidance in investment decisions
8 FEB, 2024
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By
Johanna Zidani
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What route is right in emerging markets investing?
8 FEB, 2024
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By
Wellington Management
Tickers and thermometers: decoding the complexities of portfolio temperature alignment
7 FEB, 2024
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By
Océane Balbinot-Viale
How do stocks, bonds, and cash behave when the Fed starts to lower rates?
6 FEB, 2024
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By
Duncan Lamont
Powell says that the issue of when to start reducing rates must be “addressed carefully”
6 FEB, 2024
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By
Johanna Zidani
Generali Investment : “2024 is still set to be a difficult year for the USD”
5 FEB, 2024
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By
Generali Investments
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Flossbach von Storch : “The Last Mile of Inflation”
5 FEB, 2024
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By
Johanna Zidani
Bank of England’s Monetary Policy: The Unexpected
5 FEB, 2024
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By
Johanna Zidani
A retrospective perspective: how the global economy has changed in 35 years ?
3 FEB, 2024
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By
Keith Wade
US Economic Resilience Sparks Global Optimism Amidst Challenges
2 FEB, 2024
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By
Johanna Zidani
What Happened during the First Fed Meeting of 2024 ?
1 FEB, 2024
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By
Johanna Zidani
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The Eurozone in 2024: Challenges and Opportunities
31 JAN, 2024
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By
PIMCO
French Cabinet Reshuffle: Reform Challenges Ahead
31 JAN, 2024
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By
Scope Ratings
Can Private Sector Intervention Unlock the Path to Achieving the SDGs?
30 JAN, 2024
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By
La Française
Credit: Better opportunities to add risk on the horizon
30 JAN, 2024
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By
Wellington Management
News
What to expect from the Fed in its first meeting of 2024?
30 JAN, 2024
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By
Johanna Zidani
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The ECB maintains interest rates at 4.5%. Initial reactions from fund managers
26 JAN, 2024
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By
Johanna Zidani
Unlocking South Korea’s Market Potential: Overcoming Governance Challenges
25 JAN, 2024
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By
Federated Hermes
Exclusive Insights by Evan Russo, CEO of Lazard AM : Investment Opportunities in 2024
25 JAN, 2024
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By
Lazard Asset Management
Jupiter AM: “India’s booming as voters back pro-growth Modi”
24 JAN, 2024
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By
Avinash Vazirani
2024 Trends: Can Investments in Renewable Energy Weather Geopolitical Storms?
24 JAN, 2024
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By
Sycomore Asset Management
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What are the challenges and opportunities of investing in the evolving automotive sector?
23 JAN, 2024
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By
Generali Investments
What to expect from the ECB in its first meeting of the year?
23 JAN, 2024
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By
Johanna Zidani
Amundi : “Pension plans confident ESG investing is re-firing its engine”
18 JAN, 2024
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By
Amundi
The Energy Future Marked by Wind
17 JAN, 2024
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By
RankiaPro Europe
More light than dark for European government bonds in 2024
16 JAN, 2024
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By
Mauro Valle
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EM Sovereign Spreads Face Pressure Amidst Surge in Issuance
15 JAN, 2024
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By
Guillaume Tresca
What’s Keeping us, fixed income PM’s, Up at Night…
15 JAN, 2024
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By
Marco Giordano
Will a soft landing be achieved?
15 JAN, 2024
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By
Loomis Sayles
The return of decorrelation
12 JAN, 2024
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By
Generali Investments
EU sovereign debt: climate but especially demographics present important long-term risk
10 JAN, 2024
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By
Thibault Vasse
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A possible spot Bitcoin ETF in the US?
9 JAN, 2024
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By
Benjamin Dean
My New Year wish list for COP28
8 JAN, 2024
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By
Artemis Investment Management
Light at the end of the tunnel for emerging market debt
4 JAN, 2024
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By
Generali Investments
Peak rates? Options for investors
3 JAN, 2024
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By
Schroders
5 Factors to Understand What’s Happening in the Fixed-Income Market
2 JAN, 2024
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By
Wellington Management
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