Investment Strategy
The latest news, updates and opinions on Investment Strategy from the expert team here at MoneyWeek
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'Investors should back the AI maximalists'Polar Capital is bullish on AI and believe that the sector is far from being a bubble
By Max King Published
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UK REITs – is real estate poised for a rebound?Investors are still cautious about UK REITs. Private equity is snapping them up. One view must be wrong, says Cris Sholto Heaton
By Cris Sholto Heaton Published
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Investors have overlooked some of China’s best growth stocksOpinion Dale Nicholls, portfolio manager, Fidelity China Special Situations, highlights three Chinese businesses where he’d put his money
By Dale Nicholls Published
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Alok Sama on AI and investing in the future of technologyInterview Alok Sama, the former president and chief financial officer of Masayoshi Son’s investment vehicle SoftBank Group International, explains AI’s potential
By Dr Matthew Partridge Published
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The private equity puzzleListed private equity trusts still trade at large discounts, despite sales that validate their valuations
By Rupert Hargreaves Published
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Why investors should avoid market monomaniaOpinion Today’s overwhelming focus on US markets leaves investors guessing about opportunities and risks elsewhere
By Cris Sholto Heaton Published
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Investors have overlooked emerging markets' top innovatorsOpinion Carlos Hardenberg, portfolio manager, Mobius Investment Trust, highlights three emerging market stocks where he’d put his money
By Carlos von Hardenberg Published
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Pinewood Technologies: a drive for growthPinewood Technologies’ platform is one of the best in the business. Investors should buy in
By Rupert Hargreaves Published
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Investors should cheer the coming nuclear summerThe US and UK have agreed a groundbreaking deal on nuclear power, and the sector is seeing a surge in interest from around the world. Here's how you can profit
By Dr Matthew Partridge Published
