Sponsored

As the AI industry expands rapidly, Vaughan Nelson thinks we should be wary of booms in narrower parts of the AI ecosystem.

A wider range of opportunities can be unlocked via an approach encompassing multiple time zones and currencies, maximising potential overall returns.

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.

Equity market narratives are still being dominated by the technology and AI theme, and investors must be mindful of elevated macro and geopolitical risks. With market conditions shifting quickly, it is crucial for asset managers to identify and exploit alpha sources across all environments, not just when markets are rising. In this context, we outline three key merits of the new Fidelity Absolute Return Global Equity Fund.

Drawing on proprietary analysis, market data and two decades of historical evidence, VLK Investment Management's latest research explores whether the next opportunities could lie beyond the hyperscalers.

The story of ETFs is also the story of how investing has evolved over the past 25 years. As markets became more transparent, investors more cost-conscious and portfolios more sophisticated, ETFs both responded to and helped drive those changes.

Europe’s ETF market has grown rapidly, but it remains significantly smaller than its US counterpart. That gap points to considerable long-term potential, particularly as a new generation of investors brings different expectations around access, technology and investment solutions.