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Investment Management
6 key themes to watch in commodities markets
Commodities' 2024 story hinges on China's demand, India's rise, potential conflicts, the energy shift, extreme weather, and the path of inflation and the dollar.
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Investment Management
The US economy has defied recession. What now?
A “soft landing” is undoubtedly positive, but there are reasons to be cautious.
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Investment Management
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 shareholders- but they are not income, they are just a return of capital.
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Investment Management
Technology stack: Delving into the layers of AI opportunities
Valuations in AI stocks may have crept higher due to the increasing amount of interest - but there are plenty of opportunities still to be captured
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Investment Management
Rewiring the economy for a net-zero world
Getting to net zero will require us to rewire the global economy and for select companies, it is a once-in-a-generation commercial opportunity.
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Investment Management
Healthcare offers diversification from market hot spots
Ignoring the healthcare sector has been easy to do over the last couple of years—even though the case for owning it has never been stronger.
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Investment Management
Sustainable investing: Considering credits
As sustainable themes have become integrated into portfolios, investors have begun to extend their sights to the commodity markets.
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Investment Management
AI is a long-term powerhouse for investors
Investors should embrace AI as a long-term investment theme.
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Investment Management
Key risks in a divergent equity market
The stock market outlook appears optimistic, fuelled by an ongoing economic recovery, technological advancements, and supportive fiscal policies.
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Investment Management
Tech is back, but AI's reach extends far beyond the usual tech giants.
For investors looking for exposure to these multi-decade themes and technological innovations, the answer may lie beyond the tech sector.
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Investment Management
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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Investment Management
Three ways to assess the current market
Disruption could extend the current bull market, with high-bandwidth memory a hot area for AI growth. Plus, find out why a Fed rate cut could benefit your portfolio.
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