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Investment Management
How long will the cyclical semiconductor boom last?
AI spending has boosted semiconductor stocks, but concerns remain for investors.
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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
Are US equities overpriced?
Strong market fundamentals are a key driver of long-term returns – what happens if they weaken?
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Investment Management
Choices, compromises, and certainty in retirement
What do retirement investors value most?
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Investment Management
What next? Fed faces tough trade-offs
How do rate cuts reflect the tension between the policymaker’s dual mandates?
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Investment Management
How can we drive corporate accountability on ethical AI?
Georgina Chiu, Senior Engagement Manager at Royal London Asset Management, reflects on Sarasin & Partners’ Shaping Corporate Accountability on Ethical AI seminar.
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Investment Management
Risks rise over AI reliance
Are record highs hiding vulnerabilities in US equities?
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Financial Advice
Today’s non-linear retirements require a different approach
With longevity increasing, experts urge a shift away from the ‘one-size-fits-all’ 4% withdrawal rule, advocating for flexible, personalised strategies.
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Financial Advice
Building resilience with alternative assets
Can alternative investments protect against market turbulence?
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
Capitalising on the biodiversity boom
Where can investors find growth in the biodiversity transition?
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Financial Advice
Tackling retirement income challenges and finding opportunities
Understanding cash flow, policy changes, and client needs is essential for effective retirement planning.
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