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James Klempster
Kamalanomics or Trump trade?
The contest for the next US presidency is gathering momentum. To what extent might the candidates’ economic policies be decisive for investors?
11 September 2024
Storm Uru, Clare Pleydell-Bouverie & James O'Connor
The elusive return on AI investment – it exists
Companies driving ahead in the AI innovation race are already seeing benefits and it’s not just the technology giants
9 September 2024
James Klempster
Turmoil in Japan?
Tokyo’s Nikkei fell 25.5% peak to trough in July and August. Have Japanese equities’ fundamentals changed?
27 August 2024