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Global Long-Term Unconstrained - 2025 Outlook
Five graphics on inflation, monetary policies, growth, earnings and valuation for investors to consider as we look into 2025.
- Date published
- 10 Dec 2024
- Tag
- Global Long-Term Unconstrained
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The Formidable Two Part II
Accelerating disruption and growing concentration risks.
- Date published
- 1 Nov 2024
- Tag
- Global Long-Term Unconstrained
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Clean sweep or lengthy recounts?
Will there be a clean sweep by either the Democrats or the Republican parties, and will there be lengthy recounts?
- Date published
- 21 Oct 2024
- Tag
- Geopolitics
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Q2 2024 results season
Mixed fortunes for growth, earnings and sales.
- Date published
- 2 Sep 2024
- Tag
- Global Long-Term Unconstrained
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The Formidable Two
A selective exposure towards the Magnificent Seven.
- Date published
- 16 Jul 2024
- Tag
- Megatrends
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Q4 2023 Results Season
Wrap and highlights.
- Date published
- 4 Apr 2024
- Tag
- Global Long-Term Unconstrained
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Innovative Approach To Risk Analysis
Analysing portfolio risk exposures through fundamental assessments.
- Date published
- 19 Mar 2024
- Tag
- Global Long-Term Unconstrained
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Innovation Opportunities In Healthcare
Medical technology and life science companies are benefiting from lifestyle shifts and demographic changes.
- Date published
- 21 Feb 2024
- Tag
- Global Long-Term Unconstrained
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Global, US and European Outlook 2024
A challenging macroeconomic backdrop, but a supportive monetary policy outlook is rearing its head.
- Date published
- 20 Dec 2023
- Tag
- Global Long-Term Unconstrained
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Valuation discipline is critical
The importance of anticipating normalising interest rates (or why some valuation gurus take the wrong approach).
- Date published
- 6 Dec 2023
- Tag
- Global Long-Term Unconstrained
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A market is built on fundamentals
Uncertainties remain, but we believe the headwinds for long duration quality growth stocks should recede as interest rates peak.
- Date published
- 22 Nov 2023
- Tag
- International Long-Term Unconstrained
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Protecting margins through pricing power
The importance of seeking companies with strong pricing power.
- Date published
- 17 Jul 2023
- Tag
- Global Long-Term Unconstrained