Nuveen: Are US Treasuries still a safe haven?
Trump’s trade war and uncertainty around the Fed’s future independence has put the stability of US Treasuries into question
Viewpoints
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Man Group: Is this just the start for AI in China?
DeepSeek’s eureka moment is little more than the firing of a starting pistol for AI innovation in China, writes Andrew Swan
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Morningstar: The value hotspots to watch as global markets shift
Promising opportunities are arising in Asia as global markets shift away from the US, writes Raymond Sham
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Generation next with Chloe Tang: Investing isn’t about predicting the future – it’s about managing uncertainty
The investment analyst at WHEB Asset Management on the importance of taking in the bigger picture
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Parnassus: Will the magnificent 493 please stand up?
The majority of US stocks have long lagged the seven largest constituents, but it could soon broaden out, writes Todd Ahlsten
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Dimensional: Are tariffs really a threat to my portfolio?
Tariffs may not be the harbinger of misfortune that markets are predicting them to be, writes Wes Crill
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ARK Invest: Is AI the wonder cure for the broken healthcare sector?
Adopting new technology could help pharma and biotech firms fix the expensive and lengthily drug development process, writes Rahul Bhushan
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Waystone: Why LTAFs should matter for wealth managers and financial advisers
Private assets have long presented a challenge for wealth managers and financial advisers to incorporate in portfolios, writes Rachel Wheeler
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Nedgroup: AI is having its Sputnik moment
The emergence of DeepSeek has challenged markets to consider artificial intelligence more rationally, writes Marc Collantonio
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FundCalibre: There’s still a strong investment case for sustainable investing
Environmental, social and governance (ESG) strategies have had a bad rap in recent years, but Darius McDermott says they still hold strong
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Lessons for today’s tech boom 25 years on from dotcom bust
Six industry experts reflect on the most speculative market bubble and whether there are any parallels with today’s tech sector
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JPM: Finding opportunity amid the vastness of emerging markets
With an investment universe of over 1,300 companies across 24 starkly different economies, selectivity is crucial, writes John Citron