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Investment Management
Is the US stock exodus over?
After a period of rotation, global investors are reassessing American equities.
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Investment Management
How do returns from gold ETFs compare with mining shares?
Which is more sensitive to market swings?
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Investment Management
Choices, compromises, and certainty in retirement
What do retirement investors value most?
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Investment Management
Risks rise over AI reliance
Are record highs hiding vulnerabilities in US equities?
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Investment Management
Are the Magnificent 7 in bubble territory?
High growth and concentration make these stocks both powerful and risky.
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Investment Management
AI, uncertainty, and opportunity ahead of 2026
Investors face volatility, but innovation and Europe’s growth potential offer support.
Investment Management
Active advantage on short-term opportunities
Is flexibility the key to strong returns?
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Investment Management
Tariff uncertainty boosts gold and copper again
Which other commodities should investors be targeting in 2025?
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Investment Management
PIMCO Outlook: The fragmentation era
With the world order in flux, investors can look to fortify portfolios by diversifying across global markets and capitalising on attractive, high-quality yields.
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Investment Management
Revisiting certain uncertainty
Many expected fireworks from Trump’s presidency, but few anticipated the level of policy uncertainty that followed.
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Investment Management
Volatility isn’t new – it’s normal
In Mike Fox's years as a professional investor, it feels like periods of benign calm have been few and far between.
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Investment Management
60/40s stand the test of time
Will diversification continue to soften market blows?
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