Friends with benefits: How Japan’s industries are ideally placed to benefit from ‘friend-shoring’ trend
Semiconductor and automation sectores to gain from global supply chain relocation, according to macro commentators
Geopolitics
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Tobam launches ‘civil and democratic rights’ funds
Strategy available via three SFDR Article 9 compliant Luxembourg-domiciled funds
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Mexican equities: Momentum or moment?
Polar Capital’s Naomi Waistell believes Mexico could be on the cusp of ‘unleashing its full growth potential’
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Nikko AM’s Greaton: Nvidia and TSMC ‘best positioned to ride the AI boom’
Nikko Asset Management’s Timothy Greaton explains why AI is about to hit its ‘exponential growth’ phase
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Deep dive. Searching for pearls when the world is no longer your oyster
Geopolitical risk factors are exerting a greater force on companies and sectors, but investors still have time to adapt
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Edward Bonham Carter: Don’t underestimate Trump in 2020
Fiscal stimulus is a concern in the year ahead as a massive debt pile builds up
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Ferdi van Heerden: Creating resilient portfolios for a fractured world
The ongoing reshaping of the global economic order will mean winners and losers – and thus investment opportunity
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Five emerging market views on Mexican elections
Mexico is set to lurch to the left when it goes to the polls this weekend with populist Andrés Manuel López Obrador, known by his nickname Amlo, the front runner in the presidential elections. Five managers weigh in on what Mexico’s politics mean for emerging market investors.
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PA ANALYSIS: Another end of summer blip or something much bigger?
The end of last week and start of this has had a familiar feel about it as the point at which summer turns to autumn has once again seen investors fretting.
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Populism rise could cause big falls in multi-asset portfolios – MSCI
An MSCI report has examined the investment implications of the rise of populism around the world, and found that multi-asset portfolios could lose as much as 11% of their value as a result.
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European elections will take centre stage after Brexit referendum
It is the range of European national elections set to take place in 2017 that could potentially give investors the real headaches.
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Geopolitics complacency and nimbleness
News out of Japan that GDP shrunk the most since 2011 is just the latest shot across the bows of investor confidence, that seems rather higher than it should do.
