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Ramping up technical firepower
Ramping up technical firepower
Many firms are reliant on legacy technology or rigid data models that lack flexibility - but there are...
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Professional Investors
Lagging effect of tightening monetary policy will weigh on credit
Lagging effect of tightening monetary policy will weigh on credit
The overwhelming demand for credit has provided a strong tailwind but caution is warranted. Professional...
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Professional Investors
Key factors to consider when selecting thematic investments
Key factors to consider when selecting thematic investments
Water, robotics, artificial intelligence, carbon capture and cryptocurrency are all popular themes -...
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A focus on dividends is not likely to add value
A focus on dividends is not likely to add value
There's nothing special about dividends except that they are a tax-efficient way to return capital to...
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Professional Investors
AI Can Boost Dividends Too, Says Fidelity Manager
AI Can Boost Dividends Too, Says Fidelity Manager
Fidelity Global Equity Income Fund manager Aditya Shivram reveals his winning picks among companies with...
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Professional Investors
The Magnificent Seven Stock Rally Makes Sense
The Magnificent Seven Stock Rally Makes Sense
Earnings and the outlook for tech stock growth support the move higher in stocks.
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6 key themes to watch in commodities markets
6 key themes to watch in commodities markets
Commodities' 2024 story hinges on China's demand, India's rise, potential conflicts, the energy shift,...
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Professional Investors
Can AI lead thematic investing back to glory?
Can AI lead thematic investing back to glory?
Thematic investing could be poised for a standout year for cloud, cybersecurity, 5G and genomics.
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Professional Investors
Is Vietnam the next Asian tiger?
Is Vietnam the next Asian tiger?
Tailwinds are gathering to support another major leap.
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Professional Investors
Building resilient multi-asset portfolios
Building resilient multi-asset portfolios
Identifying companies with quality attributes can help build resilient multi-asset portfolios.
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Professional Investors
Can small-cap stocks catch up in Japan?
Can small-cap stocks catch up in Japan?
Corporate governance reforms in Japan have been led by the larger capitalised stocks, with smaller companies...
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Professional Investors
Rethinking decarbonisation growth trends
Rethinking decarbonisation growth trends
Even with sentiment towards renewable-energy companies at an all-time low, decarbonisation remains the...
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