Portfolio Adviser asks the experts what are the challenges and opportunities in global equities as we head into Q4 2025 ...

A week in the life of Ben Preston, manager of the Orbis Global Equity Strategy, week commencing 1 December ...

Inflation fell further than expected in November, paving the way for the Bank of England to cut interest rates, say industry ...

Utilico's Jacqueline Broers explains why a weaker dollar can have a more pronounced positive impact on EM-listed ...

Maybe the global economy, like Terry Pratchett’s Discworld, is held by four giant elephants standing on the back of a ...

For Alphabet to become an AI leader, it has scope to provide its family of Gemini models to external clients. Some of the ...

SJP surveyed 2,050 individuals during 3-5 December through Opinium and found 23% took financial action in the time leading up ...

Many legacy strategies were designed for an era when defence meant hardware, not software; and platforms, not data, writes ...

Pictet Asset Management’s Young Jae Lee, an early bull in semiconductor stocks, now has less conviction in the AI trade ...

HSBC Asset Management’s Olga de Tapia and Sefian Kasem discuss the firm’s track record in the ETF and passive space, and how ...

Passives have been taking the lion’s share of flows but with where the environment is in terms of concentration, valuations ...

However, this concern is largely focused on the AI infrastructure companies, such as Nvidia, or hyperscalers Alphabet, Meta ...