Bubble trouble: Is the stockmarket riding for a fall?
LGIM’s Emiel van den Heiligenberg weighs in on a key question
Equities
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Risk appetite recedes despite rate cut expectations – State Street
Major central banks set to enter rate cutting cycles
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Orbis and Schroder funds added to Scopic Multi Asset Research Service
Orbis Oeic Global Cautious fund and the Schroder Global Multi Asset Portfolio
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Thematics AM CIO: Three top investment themes to target
Karen Kharmandarian spoke to PA Adviser at the 2024 Natixis investment conference
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Why European stocks could benefit most from revived risk appetite
Investors may be underestimating the potential fillip to the global economy from future rate cuts
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Morningstar: Appetite for equities and fixed income continues in February
According to EU Fund Flows report for February
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Scottish Mortgage’s Ben James: Three headwinds turning into tailwinds for our portfolio
Why better times are coming for the trust
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Spring Budget 2024: Pensions to disclose amount invested in UK equities
Industry commentators warn this could ‘backfire’ on British businesses
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Calastone: UK investors pour £2.66bn into equities for February
ESG funds bring in £1.54bn across markets
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Evelyn Partners adds to US equities and UK gilts in Core MPS rebalancing
Shift sees new positions taken in the Premier Miton US Opportunities fund and two gilt ETFs
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Amundi and EBI to launch SRI model portfolios
Exclusive: Five portfolios investing in passive funds from Amundi and Northern Trust
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Head to head: Will the year of the dragon herald better times for China?
Is investing in China all bad news? James Klempster of Liontrust and Andrew Mattock of Matthews Asia explain what investors should expect from Chinese equities this year