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Will artificial intelligence bring genuine profits?

Tim Richardson CFA, Investment Specialist Artificial Intelligence (AI) promises to transform the way we work. Some enterprises will adapt to...

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Can ESG and sustainable investing really help build wealth?

Tim Richardson CFA, Investment Specialist ESG and sustainable investing can enhance long-term risk-adjusted investment returns. Analysing and managing ESG risks...

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Is now a good time to invest in Japanese shares?

Tim Richardson CFA, Investment Specialist The sun may finally be rising on Japan’s share market. Higher inflation and a changing...

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What the weaker credit cycle may mean for share market investors

Tim Richardson CFA, Investment Specialist The global economy is seeing a deterioration in credit conditions as higher interest rates and...

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Does quality growth investing still deliver?

Tim Richardson CFA, Investment Specialist Global quality growth stocks underperformed during 2022. This was due to a perfect storm of...

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Is a re-opened China a danger or an opportunity?

Tim Richardson CFA, Investment Specialist Consumer spending accelerated when China suddenly abandoned its zero-Covid policy, but the country’s longer-term challenges...

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How investing sustainably needs active managers to make the world a better place and investors richer

Tim Richardson CFA, Investment Specialist Investors concerned about sustainability should understand clearly what they expect from their portfolio - and...

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10 themes powering earnings growth as the global economy slows

Tim Richardson CFA, Investment Specialist The impact of the global economic slowdown on profitability will be highly stock specific. Earnings...

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