Dewi John: Spotting the growth rebound’s winners and losers
While the market can famously remain irrational longer than investors can remain solvent, analysis suggests this growth rally is thinly supported
Opinion
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Man GLG’s Michael Scott: These parts of high yield can outperform equities
Aggressive monetary tightening has ushered in a late cycle environment for credit
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Where’s the revolution? AI and the long-term portfolio
GAM investment director Julian Howard asks how best to approach AI investing over the long term
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Square Mile: Global mixed bonds to watch
Square Mile’s Eduardo Sanchez checks out the top performers and compelling newcomers
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Supercharging face-to-face advice with AI assistance
Morningstar’s Derek Smith looks at how AI can help make advice better and more efficient
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Four views: All that glitters
With inflation expected to moderate in the coming months, what does that mean for gold and other precious metals?
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Could overlooking India’s domestic consumption boom be a pricey mistake?
The Indian economy is on track to be the third largest in the world by 2027
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James Budden: The changing face of growth
Some growth companies may float on a rising tide and then sink but others can plough through
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Dan Kemp: ‘My clients are looking for answers!’
Morningstar’s CIO weighs in on managing clients’ desire for certainty
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Vietnam: A rising star in emerging markets
Could one of Asia’s fastest growing economies be due an upgrade from its frontier-market status?
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European equities offer more than a China play
Banks, semiconductors and ‘green capex’ offer some appealing opportunities on the Continent
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Nic Spicer: Managing risk as inflation rocks your foundations
The year the negative correlation between equities and bonds the asset management industry relies on went AWOL