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The Bank of England (BoE) is in a challenging position as the UK economy battles with still-sticky inflation and questions around the growth outlook. Last week’s data showed headline inflation acce...
Learn how to fund allocations to the State Street® Bridgewater® All Weather® ETF from equities, bonds, or both to improve portfolio diversification and balance risk.
Alok Bedekar, Senior ABS Fund Manager, explores the key features and dynamics of Asset Based Finance, and the role it can potentially play in insurer portfolios.
Deal activity is up. But how investors tap into it matters. The merger-and-acquisition environment has changed quite a bit over the past year or so. Robust deal flow, a supportive regulatory enviro...
AI may be the next big alpha engine—but access alone won’t create a lasting edge. Artificial intelligence is a transformative new technology, but we believe that it’s likely to follow a familiar pa...
Since the start of 2026, estimated earnings growth for the year has improved across all major regions, but particularly in emerging markets.
Associate Portfolio Manager Suney Hindocha explores a four-lens framework for identifying AI investment opportunities across the value chain, helping investors assess which companies can drive posi...
Weekly CIO views: Infrastructure is benefiting from structural tailwinds, and also offers diversification potential from the broad...
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