Disruptive technology – A positive...
IT is still a top spending priority for companies across most sectors, setting up a positive outlook for disruptive technology…
24/02/25
Thematic investing
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Video
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Article
The increasing concentration of the...
Just over half a dozen large-cap stocks make up a ballooning share of the US equity market’s overall capitalisation1, in…
17/02/25
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Podcast
Talking Heads – Broadening perspectives...
The top-down view in the US on the need for a sustainable approach to business and government has shifted, but…
12/02/25
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Podcast
Talking Heads – Watch out,...
Recent stock market movements have focused attention on the risks of over allocating to an equity index dominated a small…
04/02/25
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Podcast
Talking Heads – Asia electrifies!
Demand for power in Asia could expand rapidly in the next few years as incomes rise, temperatures soar further, and…
29/01/25
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Article
Artificial intelligence – Still positive...
In the week ending 24 January, a previously unknown Chinese start-up presented an artificial intelligence large language model (LLM) apparently…
29/01/25