The Week
The Week: Febrile fixed income
It has been a tough environment for fixed income managers since the start of the year.
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From disruption to resilience, the new supply-chain investment story
Supply chains are under pressure. But where could the next opportunities emerge? Aberdeen Investments takes a look
The defensive power of equity income
With geopolitical uncertainty elevated and global equity markets concentrated around technology and AI, Fidelity explains why equity income can play a valuable defensive role in investor portfolios...
AI has transformed memory demand, but Micron’s history shows scarcity can fade fast, says Baillie Gifford.
SpaceX: past, present, future – and finding the next world-changers
What made Baillie Gifford invest in 2018, why its growth hinges on Starship, and what other industry is ripe for disruption?
Digital resilience in the era of AI
As digital technologies become more embedded in the global economy, their resilience is becoming a critical investment issue. Allianz Global Investors sees digital resilience as a shaper of long-te...
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