Sycomore Asset Management launches sovereignty-focused European equity strategy

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Partner Insight: The Gilt Edge - Triple deadlock

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IMF upgrades UK growth forecast for 2026 but downgrades 2027 projection

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Trio of proxy voting advisers urge Baillie Gifford US Growth shareholders to vote Saba down

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Lindsell Train tender offer oversubscribed as a third of shares apply to cash out

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Dyer Baade & Company's Daniel Baade: £500m-£2bn AUA firms key battleground in wealth M&A's next phase

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How fund managers are shifting allocations amid the global bond sell-off

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AJ Bell adds trio to Favourite Funds list as two Aberdeen strategies fall out of favour

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Generation gap in ESG investing widens as performance worries increase

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IFS: Spending pressures the main challenge for Healey at the Budget

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M&G launches private credit LTAF investing in real assets debt

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European ETFs and ETCs surpass 2025 totals with €37.1bn September inflow

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Seraphim Space Investment Trust puts another $23m into Skylo Technologies

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Polar Capital attracts £1.2bn in Q3 flows despite £2.5bn drop in assets

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Market Movers blog: Oil prices remain high despite energy deal rumours

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Friday Briefing: This income is anything but fixed

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𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐖𝐞𝐞𝐤 𝐈𝐐: Could AI’s funding race push Treasury yields higher?

<img alt="AI-related bonds could push Treasury yields up in funding arms race" src="incm.pub/4j9syXb">
<p> <!-- summary -->New debt competes with government bonds for investor demand. <!-- end-s<p> <!--content--> </p><p>New AI capex bonds are the latest development in a saturated arms race to raise funding in fixed income markets. Governments have also been issuing more debt since the COVID-19 pandemic prompted large-scale fiscal support in early 2020.</p>
<p>As companies rush to fund their AI-related spending: this new debt is now seeking to compete with government bonds for investor demand.</p>
<p>This should help to increase yields on high-quality government bonds as a result of heavy supply. Bonds carrying greater credit risk, including hyperscaler and data-centre debt, could also see wider credit spreads, pushing their all-in yields higher.</p>
<p>Read the full analysis from T. Rowe Price's industry experts today.</p> <!-- end-content -->

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Deep Dive: Restrictive crypto rules do little to mute investor demand

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Achilles: Shareholder activism breaks link between REIT discounts and gilt yields

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US Fed: Inflation risks and geopolitical uncertainty led to September hike

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