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'Increased confidence' in portfolio
Geopolitics swings in its favour
Focus on EMs
Focused on four themes
AMD and OpenAI prime example
'Likely one will form elsewhere'
Powell has the 'utmost integrity'
Firms have ‘little practical clarity’
Unpredictable foreign policy
Global inflation forecast at 3.4% in 2027
05 February 2026
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2 min read
