Ark Invest: Don’t put all your eggs in the Nvidia basket
Investors will benefit over the long-term by from diversifying their AI exposure, rather than piling into a single stock dominating headlines today, writes Brett Winton
Viewpoint
-
-
Artemis: Emerging markets’ growing appetite for reform
Japan has soared after governance reforms, and neighbouring EM countries are following suit, writes Raheel Altaf
-
Square Mile: US funds steering clear of concentration and political risk
High returns in the US have investors excited, but its highly-concentrated and politically volatile nature have them nervous, writes Ajay Vaid
-
FundCalibre: The future of key UK sectors under Labour
With Starmer now in Downing Street, Darius McDermott examines the potential winners and losers
-
Morningstar: Digging deeper for more meaningful investment goals
Investors rarely know their own goals – understanding them on a deeper level helps long-term planning, writes Ryan O. Murphy
-
Biden vs Trump: What to expect from the next biggest election
The UK has a new leader, but this year’s biggest election is yet to come
-
Antipodes: Opportunities in AI are expanding beyond Nvidia
Markets have chosen Nvidia as the ultimate AI winner, but Alison Savas says other companies are stealing its thunder
-
Mind Money: How to adapt to the shifting world economy
Markets are changing and asset managers need to change the way they invest, writes Julia Khandoshko
-
The biggest themes driving markets over the next three years
In an increasingly unforeseeable world, there are some predictable themes pushing the direction of global markets
-
Kempen’s Plouvier: How I learned to stop worrying and start loving European banks
Investors have been bruised by European banks, but it is worth re-examining their negative perceptions, writes Luc Plouvier
-
Payden & Rygel: Balancing risk and return in frontier markets
Frontier economies offer superior returns versus broader emerging markets, but naïve investors can take on higher levels of risk
-
EFG: Modi’s vision for the Indian market over his next five-year term
His plans to bolster India’s manufacturing sector are debatable, writes Sam Jochim