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Investors should seek opportunities from across the equity market rather than anchor themselves to style biases, argues David Cumming.
We consider how technological advances, alternative data sources and shifting investor flow dynamics are changing the face of fixed income markets.
With people waking up to harsh realities around data and Big Tech under scrutiny, we explore the investment implications.
As tech titans such as Google and Amazon attempt to conquer new markets and conglomerates continue to dominate in emerging economies, we assess the merits of diversification.
Market indices are inherently inefficient. That can pose a problem for fund managers who rely too much on them as performance and risk benchmarks, explains Josh Lohmeier.
With volatility returning to the emerging market debt arena in recent weeks, Aaron Grehan discusses what it means for investors.
In our latest real assets update, we look at the resilience of unlevered assets in a rising interest rate environment, assessing wholly owned opportunities in infrastructure and the appeal of long income from real estate.
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