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The Formidable Two
A selective exposure towards the Magnificent Seven.
- Date published
- 16 Jul 2024
- Tag
- Global Long-Term Unconstrained
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Global Emerging Markets Performance Review Q2 2024
We provide a performance review on Global Emerging Markets for the second quarter of 2024.
- Date published
- 11 Jul 2024
- Tag
- Global Emerging Markets
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Republican front beats the far-right in French election
Macron’s Machiavellian plan bears fruit.
- Date published
- 8 Jul 2024
- Tag
- European Long-Term Unconstrained
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UK election result 2024
Stability makes the UK even more investable.
- Date published
- 7 Jul 2024
- Tag
- UK Equities
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French election update
Melonomics rather than Trussonomics if far-right party wins French elections.
- Date published
- 7 Jul 2024
- Tag
- European Long-Term Unconstrained
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UK Equities: 2024 half year outlook
The UK’s economic backdrop is suggesting this could be 1997 again.
- Date published
- 28 Jun 2024
- Tag
- UK Equities
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French elections:Machiavellian or tête brûlée
French President Macron’s surprise snap elections brings increased risk for investors.
- Date published
- 28 Jun 2024
- Tag
- European Long-Term Unconstrained
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Beyond NVIDIA
How listed Real Assets can also benefit from the Artificial intelligence (AI) boom.
- Date published
- 25 Jun 2024
- Tag
- Global Real Income
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Making an impact: one year on
As we celebrate Improving Society's first anniversary – offering clients one of the first socially-focussed impact equity strategies – we are delighted to share an update with you, on what has been a fruitful first year.
- Date published
- 20 Jun 2024
- Tag
- Improving Society Strategy
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The Indian and Mexican elections
We highlight our Global Emerging Markets team’s thoughts on the expectations, outcomes and implications for markets following the results.
- Date published
- 12 Jun 2024
- Tag
- Global Emerging Markets
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Impact Stories - Valmont Group
We explore Valmont Group. A market leader in creating vital infrastructure and advancing agricultural productivity.
- Date published
- 10 Jun 2024
- Tag
- Improving Society Strategy
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A beginner’s guide to semiconductors
An overview of the semiconductors, taking a look at the manufacturing process, key industry players and the current shape of the industry.
- Date published
- 10 Jun 2024
- Tag
- Global Emerging Markets