Discounts still main factor
Increases exposure to value stocks
Diversification under threat
EM exposure raised
After several years of debate over whether AI’s potential was being overstated or whether we were witnessing the emergence of a genuinely transformational technology, it is now increasingly clear large language models (LLMs) represent a meaningful leap...
“Deglobalisation is the palpable thread connecting the geopolitical havoc created by the Iran war, ballooning public debt, AI creative destruction and widening wealth inequality.” This is the verdict of Man Group chief executive Robyn Grew in its annual...
End of population-driven growth era