Kepler: The sectors unscathed by the AI takeover
There is value to be found in the industries immune to the AI revolution, writes Kepler’s Ryan Lightfoot-Aminoff
Viewpoints
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Barings: Glimmers of optimism in EM debt, but risks remain
Opportunities are plentiful in emerging markets this year, but investors should exercise caution, writes Dr Ricardo Adrogue
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M&G’s Woolnough: Dispersion in bond markets creates opportunities for investors
Richard Woolnough gives his outlook for bonds and how investors can take advantage
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Fund manager profile: Man GLG’s Mike Scott on riding high in high yield
The manager of the Man GLG High Yield Opportunities fund on how he’s built a track record of delivering stable performance in the volatility prone high-yield sector
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Morningstar CIO: The shining investment opportunities beyond technology
There are still plenty of undervalued equities to take advantage of despite soaring tech shares, writes Mike Coop
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SJP: The five areas ultra-high-net-worth investors are allocating
Iain McLeod examines the key trends driving the world’s wealthiest investors’ portfolios
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View from the top with Klaus Schuster: It’s important to communicate, to join the dots
The CEO, EMEA, at Fiera Capital, discusses organic growth, private markets and investing in natural capital
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WHEB’s Kluftinger: The weight loss industry is a megatrend in the making
Obesity drugs are at a revolutionary moment comparable to the launch of the iPhone, writes Ben Kluftinger
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Generation Next with SJP’s Jenny Chae: An eye on the future
St James’s Place portfolio strategies manager shares what led her to a career in the investment sector
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HSBC: We need to re-examine the active vs passive debate
Active funds may have lost some of their shine, but a blended portfolio is essential to any investor, writes Sefian Kasem
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Will politics damage your wealth in 2024?
With half the world heading to the poles and eager for political change, Ravenscroft’s David Le Cornu explores whether investors should be worried
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Should investors be rethinking their technology exposure?
Technology exposure was essential over the past decade, but a more nuanced approach is necessary from here, writes Darius McDermott