What do ‘normalising’ conditions mean for cyclicals?
Softer growth and US monetary policy reversion to create weaker environment for some sectors
Investment Strategy
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Is it America’s time to shine?
Pictet warms to the US but has downgraded its outlook on one Far East country
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How advisers can tackle the ESG talk with clients
Pacific Asset Management-backed profiling tool will help guide conversations
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Investors are confusing correlation with risk
As SYZ Capital co-founder flags three assets classes that investors should be considering
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EM growth set to overtake developed markets?
But go active, as ‘passives haven’t covered themselves in glory’ says Smith & Williamson’s Burns
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Windfall awaits NRIs as Indian government monetises assets
Insurance company will be the country’s ‘biggest ever public issue’
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‘Increasing anxiety’ over covid resurgence in China
Markets do not seem to be fully registering the threat the Delta variant poses
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Is rising confidence blinding investors to emerging risks?
‘The best time to adjust portfolios is when markets are calm’
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AI and robotic investment trends will define this decade
Megatrends, thematic equities, and technologies proved more resilient against pandemic headwinds
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Strong performance prompts Iboss to trim UK equity sails
But the firm’s investment director remains positive on the sector and ‘particularly optimistic’ on income funds
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Have Chinese tech firms become ‘uninvestable’?
Crackdown on educational services sector had a knock-on effect across the industry
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Multi asset, ESG and emerging market fund demand to rise
With ethical strategies seeing the strongest uptick