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Monthly  •  05-Sep-2024

The BEAT - September 2024 

Portfolio Solutions Group
Use The BEAT as your timely resource for this month’s markets. Each edition gives you ideas and insights that show you how to navigate the current investment environment.

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Webinar  •  16-Jul-2024

The BEAT Quarterly Webinar – July 2024 

The quarter ahead and top asset allocation ideas from our investment specialists moderated by Miguel Vialba, Head of Investment Management Iberia.

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Mid-Year  •  03-Jul-2024

Key Themes for the Second Half of 2024 

Portfolio Solutions Group
The second half of 2024 will be impacted by interest rates, inflation and the U.S. presidential election, among other factors. The Portfolio Solutions Group reveals our key themes for the second half of 2024.

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Annual  •  16-Jan-2024

The BEAT – Our Seven Key Themes for 2024 

The investment environment to start 2024 is quite different from how last year began. Inflation appears to have peaked, interest rates are likely to drop and balanced portfolios may again work as intended. In support of the Portfolio Solutions Group, the Capital Markets Group reveals our seven key themes for 2024.

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The Portfolio Solutions Group is a comprehensive multi-asset business, with activity across all asset strategies and types (traditional and alternative), through solutions that span fully liquid (public assets), comprehensive (public and private assets) and fully private portfolios. Offerings are delivered via a managed portfolio or model, in discretionary or advisory format.
 
 

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