Aegon’s McPartlin: Three stocks driving the paradigm shift in healthcare
Exciting developments are underway in the healthcare world, and these three companies are leading that change
Viewpoints
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Morningstar Wealth’s CIO: Is China broken?
Mike Coop asks whether having exposure to the region is still worthwhile
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Fund manager profile with Emily Foshag: Infrastructure is ready to build back better
Principal AM’s Foshag argues there’s a strong valuation argument for the sector
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How can wealth managers use AI in a practical way?
Wealth managers need to integrate AI, but it must be in a pragmatic and grounded way, says Mallowstreet’s Stu Breyer
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Four views: The future of renewables
Portfolio Adviser asks this month’s panel for their outlook on investing in renewable energy
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Polar Capital: Is the China growth story over?
Chinese growth has slowed, but it is far from over, says Polar Capital’s Jerry Wu
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Generation Next with Imogen Millington: A pathway to value
Sarasin & Partners portfolio manager and UK equity analyst discusses value of small caps
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Are high yield investors in for a bumpy ride?
High yield bonds had a strong 2023 but the cracks are starting to show, writes FundCalibre’s Darius McDermott
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Four reasons to challenge UK equity market pessimism
Pessimism is rife in the UK, but Man Group’s Henry Dixon and Jack Barrat say it is worth challenging that widely-held mindset
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View from the top: Jane Nicholls on aligning the ’wheel
Redwheel’s head of business development
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Fidelity’s Price: Japan’s overlooked potential
Nicholas Price argues that Japan equity valuations are still undemanding
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BlackRock’s Brinkmann: Latin America and the changing world order
The world is diverging, and Latin American may be able to take advantage