The threat of more persistent inflation challenges the previous narrative of lower inflation leading to lower interest rates - the latest CPI update showed a rise of 3.5%, compared to 3.2% the previous...
Water, robotics, artificial intelligence, carbon capture and cryptocurrency are all popular themes - but what do investors need to consider before taking a thematic approach to investment?
There are signs of optimism in industrials, artificial intelligence is having an impact beyond tech companies, and EVs could still be a viable investment.