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PIMCO

The perfect portfolio after the Fed’s first cut

Matteo Anelli
19 September 2024
FundCalibre’s McDermott on how to build a portfolio that should benefit from monetary policy easing.

Ruffer: The yen could act like a wrecking ball through risk assets

Emma Wallis
18 September 2024
Fund manager Duncan MacInnes expects the unwinding of the carry trade to be a major force in global markets for the foreseeable future.

Investing in the smaller markets of Latin America

Christoph Brinkmann
18 September 2024
Investors can get exposure to natural resources, technological innovation and emerging consumer strength via idiosyncratic opportunities in this region.

Funds to hold alongside Jupiter India

Matteo Anelli
18 September 2024
Five experts reveal how investors who have been buying this fund can diversify.

Fundswire

Nvidia leads focus on earnings

Liontrust Asset Management
19 September 2024
Read more

The elusive return on AI investment – it exists

Liontrust Asset Management
18 September 2024
Read more

UK Growth Trust: a 2024 perspective

Baillie Gifford
18 September 2024
Read more

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