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
Viewpoint
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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
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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
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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
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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
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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
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FundCalibre: Have investors missed the gold mining rally?
With the shares price of gold miners surging recently, Darius McDermott asks whether the rally has come and gone, or is only getting started
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Orbis’s Cutler: The uncovered opportunities in the boring bits of energy transition
Many companies play a crucial part in the energy transition, but are overlooked by the market, writes Alec Cutler
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Dynamic Planner’s Williams: The psychology behind investing and risk
Understanding how clients interpret past performance is a vital component of Consumer Duty
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Square Mile: Emerging market debt funds to watch
Square Mile’s Eduardo Sánchez checks out the top performers and compelling newcomers
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FCA anti-greenwashing rule comes into force: How to avoid greenwashing
Joshua Sherrard-Bewhay explains how companies can avoid falling foul of the FCA’s anti-greenwashing legislation
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Chelsea’s McDermott: What the next government needs to do to boost Britain’s market
Any new government will need a bold vision to reinvigorate the UK stock market, writes Darius McDermott