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China met its 5% GDP growth target in 2025, led by exports and manufacturing. AI investment and policy support could lift growth and markets in 2026.
Our latest FTSE Russell Insights quiz challenges you to see how closely you followed key developments—from the performance gap between value and growth stocks to currency movements against a weaken...
US–EU tensions escalate as new US tariffs prompt European unity and raise market escalation risks.
Asset Allocation Committee Outlook | January 20, 2026 Embracing Risk in a Shifting Macro Regime The Asset Alloc...
Here's the latest weekly update from our investment team.
Trying to time shifts in factor and style performance can result in unintended risk without excess returns. When investors think about risk in equity portfolios, the usual suspects come to mind: ma...
US ambitions in Greenland, and the subsequent levying of tariffs on nonsupportive European nations, have dominated headlines.
The calendar flipped to a new year, but macro and market trends look largely the same: Resilience in the US economy, geopolitical shifts, and tariff talk.
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