Friday 27 October 2023
In this environment of restrictive financial conditions, investors should build balanced portfolios, with a focus on quality and sustainability of earnings and dividends...
The AI impact will vary across sectors, with AI winners likely to possess a competitive advantage and the resources to invest in AI technologies.
Mega-cap companies in the US have had a strong performance this year, further increasing market concentration.
Geopolitics will be increasingly relevant for investors as we enter the hottest phase of US elections.
