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.
Fixed income investors are in a phase where rate cuts are the next big move to play for and strategic fixed-income positioning can help unlock income and returns in a rate-cutting cycle.