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Focus, flexibility and resilience:
Three portfolio ideas for 2H 2026
Watch Solutions Director Andrew Sharp Paul share three portfolio ideas for the second half of 2026, with a focus on quality equities, flexible fixed income, and diversifiers that may help build portfolio resilience.
Rapid fire questions with Naveen Venkataramani on Asian quality dividends (Part 1)
Equity Portfolio Manager Naveen Venkataramani shares why recent market movements may not tell the full story of Asia's investment opportunity set, and why quality dividend investing can be a compelling way to navigate the region.
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