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27 Juni 2025
Aktien
Senior Portfolio Manager
Senior Research Analyst
Senior Research Analyst
Market jitters miss the bigger AI picture
Market jitters miss the bigger AI picture
As investors navigate a slower growth, policy-fragmented environment, AI stands out as a long-term theme with the potential to deliver durable growth and broad-based opportunity across the value chain.
26 Juni 2025
Festverzinsliche Anlagen
Head of Fixed Income EMEA
Resilient European High Yield market looks beyond tariff uncertainty
Resilient European High Yield market looks beyond tariff uncertainty
We cannot ignore the dominant themes impacting markets across the world, but a resilient and supported European marketplace is well placed to prosper in these challenging times.
25 Juni 2025
Globale Anlagelösungen
Client Portfolio Manager, LDI
Client Director, UK Institutional
LDI differentiator: using a Reorganisation Fund
LDI differentiator: using a Reorganisation Fund
This mini-series of short articles shines a light on often under-discussed but important factors to think about when structuring your LDI investments. In this paper we will discuss disinvestments.