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Indian stocks are hot right now. But is the market overly optimistic? Here are four reasons why we think valuations can be justified.
Explore the underlying factors driving the unprecedented demand for gold. Gain insights into the forces behind the surge in gold prices and understand the complex dynamics at play in this market.
Bonds are making a comeback. We look at how bond market dynamics are shifting and what it could mean for you.
Discover the future of infrastructure investing and how data infrastructure, a surge in energy needs and demographic shifts could transform portfolios.
Discover how the logistics sector is transforming into a key player in the green energy transition and data infrastructure. Learn about the trends driving these changes and their implications.
The US presidential election and Federal Reserve interest-rate cuts will significantly impact emerging markets. Explore potential scenarios and their effects on emerging market debt.
In our latest Investment Outlook we provide our latest house view, our scenarios around the US presidential election and a series of topical perspectives from our asset class experts.
Conditions look favourable, but a selective approach is key.