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A healthy correction underway
  • 1 day ago

Market broadening accelerates as software gets its 'DeepSeek' moment.

By Federated Hermes In Thematic / Megatrends
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Agentic and sovereign AI: artificial intelligence comes of age
  • 1 day ago

Exploring the rise of agentic and sovereign AI, the Asia High Conviction team considers the investment opportunities in Asia equities.

By Lombard Odier In Fixed Income, Thematic / Megatrends, Equities
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AI: winner takes all?
  • 1 day ago

Here's the latest weekly update from our investment team.

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By TrinityBridge In Thematic / Megatrends, Macro
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Alternative Allocations: Unlocking value in middle-market private equity with guest Matt Katz, Fiduciary Trust
  • 1 day ago

In our latest “Alternative Allocations” episode, Matt Katz of Fiduciary Trust International explores the unique structural advantages of the middle market and shares tactical insights on using seco...

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By Franklin Templeton In Hedge Funds, Portfolio Construction, Equities, Private Markets, Industry
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Asset Management: Monthly Macro Insights - February 2026
  • 1 day ago

By Rothschild & Co In Industry, Macro
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BoE and ECB rate decisions: both on hold, for now
  • 1 day ago

The Bank of England’s Monetary Policy Committee (MPC) was widely expected to leave rates on hold (at 3.75%), having cut rates only in December.

By Royal London In Industry, Macro, Fixed Income
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Bond Voyage: Dancing to a new tune: How Japan’s Lifers are adapting to a market in flux
  • 1 day ago

Japan’s bond markets enter 2026 transformed and recent structural shifts have changed the behaviour of the country’s powerful life insurers.

By Aviva Investors In Fixed Income, Macro
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Corporate Credit Snapshot - February 2026
  • 1 day ago

Global corporate credit generated positive returns across the board January. Despite continued volatility across markets, credit markets remained well-supported and were a source of relative stabil...

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By Muzinich & Co In Fixed Income
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Credit markets absorb supply despite tech concerns
  • 1 day ago

Get weekly fixed income commentary from our CIO of Global Fixed Income and Head of Municipals. Credit markets absorb supply despit...

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By Nuveen In Fixed Income, Equities
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