Investments / General

Bubble, bubble toil and trouble?

Increasingly, people are talking about a bubble in artificial intelligence (AI). This sounds ominous, but it has not stopped the stock market from moving higher.

The AI and gold thread you can weave into client narratives

AI, geopolitics and persistent inflation are among the theme’s asset managers are tracking as they position investors for optimal returns in an uncertain world. Getting to grips with these macroeconomic drivers helps inform views about bond yields, equity market valuations, geographic exposure and gold’s resurgence.

The case for a structural allocation to gold in portfolios

We explore gold’s effectiveness in hedging risk and the rationale for a structural allocation in multi-asset portfolios.

Being active, but playing it safe, has worked extremely well for investors in global equities