ARC: Sector diversification beats geographic in the age of the magnificent seven
Equity market performance of countries has become much more correlated
Equity market performance of countries has become much more correlated
This month, Ned Naylor-Leyland of Jupiter and Orbis Investments’ Alec Cutler go head to head on gold exposure
Sentiment towards equities has improved markedly over the past year
Average year-to-date performance up to 4.7%
Real wealth has fallen by 15% from 2021 peak
Survey of 100 CIOs finds Japan, healthcare and gold received the most positive sentiment shift