Allianz's Dwane: We're on the edge of a "tech cold war"

After US President Donald Trump last week suggested that he could place double-digit tariffs on iPhones and laptops imported from China, investors and consumers alike watched on nervously.

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Partner Insight: Digging into the investment case for copper

Copper prices have risen sharply in recent months, but a combination of geopolitical and broader macroeconomic themes have left the near-term pricing outlook uncertain. At the same time, structural demand remains robust and supply is increasingly challenged. James Richards and Oliver Hextall discuss their conviction in the long-term investment case for copper, and emphasise the importance of remaining selective.

James Richards and Oliver Hextal - Co-Portfolio Managers, Fidelity Transition Materials Fund

07 October 2026 • 4 min read