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July 17, 2026 in
Owning It on Purpose
A companion to "The Concentration You Cannot See". Having seen how much of a typical portfolio quietly leans on artificial intelligence, the...
April 18, 2015
Investment Strategy Quarterly
in Research
European equities have generally performed strongly in local currency terms during the first quarter of 2015 boosted by the introduction of quantitative easing stimulus policies but what should investors be thinking now? Here are four key thoughts for the next quarter and beyond.