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How long will the cyclical semiconductor boom last?
How long will the cyclical semiconductor boom last?
AI spending has boosted semiconductor stocks, but concerns remain for investors.
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Professional Investors
How do returns from gold ETFs compare with mining shares?
How do returns from gold ETFs compare with mining shares?
Which is more sensitive to market swings?
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Professional Investors
Are US equities overpriced?
Are US equities overpriced?
Strong market fundamentals are a key driver of long-term returns – what happens if they weaken?
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Professional Investors
Choices, compromises, and certainty in retirement
Choices, compromises, and certainty in retirement
What do retirement investors value most?
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Professional Investors
What next? Fed faces tough trade-offs
What next? Fed faces tough trade-offs
How do rate cuts reflect the tension between the policymaker’s dual mandates?
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How can we drive corporate accountability on ethical AI?
How can we drive corporate accountability on ethical AI?
Georgina Chiu, Senior Engagement Manager at Royal London Asset Management, reflects on Sarasin & Partners’...
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Professional Investors
Risks rise over AI reliance
Risks rise over AI reliance
Are record highs hiding vulnerabilities in US equities?
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Professional Investors
Today's non-linear retirements require a different approach
Today's non-linear retirements require a different approach
With longevity increasing, experts urge a shift away from the ‘one-size-fits-all’ 4% withdrawal rule,...
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Professional Investors
Building resilience with alternative assets
Building resilience with alternative assets
Can alternative investments protect against market turbulence?
Professional Investors
Are the Magnificent 7 in bubble territory?
Are the Magnificent 7 in bubble territory?
High growth and concentration make these stocks both powerful and risky.
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Professional Investors
Capitalising on the biodiversity boom
Capitalising on the biodiversity boom
Where can investors find growth in the biodiversity transition?
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Professional Investors
Tackling retirement income challenges and finding opportunities
Tackling retirement income challenges and finding opportunities
Understanding cash flow, policy changes, and client needs is essential for effective retirement planning....
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