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US stocks to benefit from AI boom as a moderating global economy weighs on more cyclical markets
Lenders outside US and Europe make up bulk of top 100 by market capitalisation
Market optimism about convergence in the global economy is overdone
There are three good reasons for carefully de-risking the global economy
The government must eliminate downward pressure on demand by reversing policies that favour income inequality
The ECB can break the impasse by putting pressure on Rome to approve the European Stability Mechanism treaty
Accommodative monetary policy stance no longer makes sense
With inflation falling, further tightening of monetary policy only heightens the risk of recession and financial instability
A shadow economy is emerging in which asset managers can bypass many regulatory requirements and the greater scrutiny of listed assets
Russia still has the capacity to cause disruption in oil and gas markets
It raises risk of economic stagnation, further exacerbating the current inflation and interest rate predicament
Jeremy Hunt’s plans to increase allocations to private equity assume returns will stay high with fees falling
Economic forces put risk appetite of investors towards emerging economies in jeopardy
The end of a moratorium for millions of borrowers is likely to pose a significant headwind to consumption and savings
Japan’s currency is so weak because exporters have lost their competitiveness
Understanding prevailing investor psychology is key to long-term investment returns
The relationship between these funding options is much more symbiotic than zero sum
The country’s financial industry cannot be left behind in a trend that will lower costs and risks in markets
As it becomes more expensive to keep crude in tanks, traders will have to contend with structurally lower inventories
In the face of a stubborn trilemma of challenges, central banks need help to restore policy credibility
Investment strategies based on futures markets can hedge the traditional 60/40 portfolio
Stock to be boosted by increasing levels of global liquidity in markets
As the country prepares for the challenge of supervising an enlarged UBS, rule changes are not the answer
Markets may no longer be able to rely upon monetary policy as an inevitable shock absorber
SEC rulebook makes it difficult to register as a securities exchange
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