Investment Opportunities in a Changing Military Landscape (Mawer IM)
In this episode, Mawer IM discusses the defense industry's evolution with equity analyst Joshua Samuel. He…
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Quarterly Equities and Multi Asset Outlook – Q2 2025 (M&G Investments)
Investors started this year thinking that corporates and governments were better prepared for a Trump 2.0 trade…
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China’s DeepSeek Raises Stakes In AI Arms Race (M&G Investments)
The emergence of China’s DeepSeek has disrupted the AI landscape and challenged the prevailing narrative about the…
Webinar Replay: Q1 Fireside Chat with Large Company Growth (Polen Capital)
This quarter-end update discusses factors that impacted the Focus Growth Portfolio and what our portfolio managers…
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