Content (2)
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Webinar
Trade Turbulence - From Disruption to Opportunity
For over a decade, the US has dominated global equity returns. As ‘American exceptionalism’ comes to an end, where should investors look for medium-term returns? What are the ex-US opportunities in developed markets, and what are the prospects in emerging markets?
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White papers
Navigating the New Multipolar Investment Landscape
The global investment environment is undergoing a profound transformation, marked by a shift from a concentrated, unipolar market dominated by American mega-cap stocks to a more diversified and multipolar framework. This change, catalyzed by macroeconomic uncertainties and technological disruptions, demands a re-evaluation of portfolio strategies to mitigate risks and seize emerging opportunities.