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Investing
Investing
September 18, 2024
Cyclical stocks and small caps US benefit most from a Fed cut
The stock market is going through turbulent times, especially within the large technology stocks…
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Investing
September 16, 2024
Allianz CIO sees a ‘unique opportunity’ for deal with China
In a world where AI dominates and geopolitics shift rapidly, Allianz’s CIO Virginie Maisonneuve…
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Expert Panel
September 13, 2024
Fund Radar: passive is logical choice in Treasuries
Trackers and index funds are the logical choice for investing in US government bonds. Indeed, within…
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Investing
September 12, 2024
US cut lures investors, but best opportunities may be short-lived
European investors are eyeing the rapid price shifts in the US bond market, driven by expectations…
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News
September 11, 2024
Draghi report could spark a turning point, says Robeco
The warning that the future of the European Union is at stake, as expressed in Mario Draghi’s report…
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Fund Interview
September 10, 2024
‘Smaller stocks have never been so cheap’
Small-cap stocks have long underperformed their large-cap counterparts, now trading at a discount…
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Investing
September 9, 2024
Investors are using defence ETFs as a ‘flight to safety’
As geopolitical tensions escalate and global defence spending increases, a growing number of…
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Investing
September 9, 2024
Surely this must be the end of the rally
The equity allocation of US households has risen to 60 percent. The last time stocks had this much…
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Investing
September 6, 2024
Fund Radar: US growth stock funds out of favour
US growth stocks had an excellent year in 2023. Although the Magnificent Seven pulled the cart, they…
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Investing
September 3, 2024
Exit markets in private equity remain difficult, says Partners
Partners Group, the Swiss-based private markets investment firm that is also a major player in…
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