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PIMCO

Alpha Managers explain how Europe can close its valuation gap with the US

Emma Wallis
09 May 2024
Short-term factors make the region attractive, while valuations remain unchallenging.

J O Hambro on the virtue of underperforming

Matteo Anelli
08 May 2024
Short-term underperformance due to deviating from the herd can sow the seeds for future growth, JOCHM global equity Alpha Managers argued.

Investing in monikers like the ‘Magnificent Seven’ for AI exposure will only end in tears

Simon Steele and Harald Karlsson
08 May 2024
Identifying the profitable beneficiaries of AI, as well as those that may stand to lose, will be the key to active management outcompeting passive strategies.

When the FTSE 100 will flourish and struggle

Jean-Baptiste Andrieux
08 May 2024
Experts explain how different macro-environment conditions impact the UK blue-chip index.

Hargreaves Lansdown: Check your tech exposure and look at other funds

08 May 2024

Scottish Mortgage’s Slater: We must be prepared to embrace growth at an unreasonable price

08 May 2024

Schroders: Finding cheapness in the world’s most expensive market

07 May 2024

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