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Latest insights
Equities
What do investors get wrong about competitive advantages? They aren’t static.
Mike Tian and Daniel Wiechert from WCM discuss why economic moats aren’t enough, it’s their trajectory that matters.
Fixed income
Keeping up with the old normal
We asked DNCA, Loomis Sayles, and Ostrum AM for their views on how investors should be thinking about fixed income.
Fixed income
Complex US picture helps the case for European bonds
DNCA’s Paul Lentz discusses inflation, de-dollerisation and the attraction of European bonds.