Fiera: Is it all over for the AI trade?
The emergence of new AI players is challenging the established giants and bringing the future of US leaders into question
Author: Portfolio Adviser
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Aberdeen: Six key repercussions of Trump’s tariffs
Aberdeen Investments’ chief economist Paul Diggle looks through the noise of recent weeks
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Mondrian: Europe is making a quiet comeback
European equities have reversed three years of underperformance versus the US in the first quarter alone and look set to continue its mini renaissance
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Capital Group: India’s demographic dividend could turn into a nightmare
India may be the largest contributor to the global workforce, but it does not have enough good jobs for its growing population
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Redwheel: US exceptionalism is an illusion of endless growth
Exceptional market conditions rarely persist and those invested in US equity benchmarks are taking on extraordinary risk, writes Nick Clay
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Weekly Outlook: Tesla and Amazon kick off first-quarter earnings season
Key events for wealth managers in the week beginning 21 April
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Schroders: Is gold the new dollar?
Investors flocked to the safety of gold rather than the US dollar amid recent volatility as Trump rewrites the global monetary regime
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Two years on from Credit Suisse – AT1 bonds still need greater transparency
Confidence has returned to AT1 bonds, but there still needs to be a fundamental shift in how they are understood, monitored, and managed
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FundCalibre: Dividends continue to grow as markets flounder
As US exceptionalism starts to crumble, the reliability of dividends is becoming more appealing, writes Darius McDermott
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Weekly Outlook: Barratt Redrow and Sainsbury’s to report
Key events for wealth managers in the week beginning 14 April
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Columbia Threadneedle: Separating the UK stockmarket from the UK economy
UK equities are far removed from their less-than-ideal domestic economy, despite investors’ misinterpretations, writes Julian Cane
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Morningstar: Stay disciplined amid the chaos – or lose out on the long term
Panic selling can lead to investors missing out on significant gains, damaging portfolio performance for the long-term, warns Nick Stanhope