The increasing use of AI has positive implications for the semiconductor sector.
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How will this cycle be different for European equities?
While many investors are fixated on developments in advanced economies, emerging market companies continue positioning themselves for future growth.
Amid a period of higher rates and inflation, European equities could exceed expectations.
Importance of avoided emissions and the implications for investors.
A regulatory hurdle may delay some merger and acquisition activity in the sector – but is unlikely to stop dealmaking.
Alternative proteins help reduce carbon emissions and can deliver attractive investment returns.
The potential benefits of moving out of money market funds into duration assets as the Fed ends its rate-hiking cycle.
How can investors put renewed activity in the primary market for convertible bonds to their advantage?
As their markets continue to mature, many leading internet and tech companies will have to balance investing for future growth and profitability.
Why economic shifts could keep upward pressure on inflation – and make the case for a global approach to equity investing.