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US equities driven by AI-focused investors

US equities driven by AI-focused investors
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High near-term uncertainty keeps us cautious

Lockdowns in China and the risk of recession in Europe are adding to the list of uncertainties facing investors. Henk-Jan Rikkerink, Global Head of Solutions and Multi Asset, Fidelity International We are still cautious on risk assets overall, expressed through underweights to both equities and credit in our core ....

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Editor's letter: Feeling the squeeze

During the second half of last year, the term ‘stagflation’ reared its head among the asset management industry for the first time in decades ....

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Markets shift as Ukraine consequences spread

While the humanitarian impact of the war in Ukraine grows by the day, the economic effects are also mushrooming, challenging central bank plans and calculations of geopolitical risk around the world Henk-Jan Rikkerink, Global Head of Solutions and Multi Asset, Fidelity International As Russia’s invasion of Ukraine ....

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