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The landscape is still mixed, but it’s no longer quite as chaotic. The market is transitioning from reaction to recalibration. This isn’t a moment for chasing momentum. It’s about identifying the businesses that are quietly getting back on track.

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The return of the rational optimist – Foresight Group

After two years of volatility, Q2 earnings reports are delivering something markets haven’t seen in a while: clarity.

Only members with restricted access (ie. academics, asset owners, government and regulatory, independent advisers/trustees and sponsoring employers) can view this article. Please login or join to view.

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