As we move through another wave of technological transformation, financial advisers are increasingly being asked how to position portfolios for the rise of AI. The headlines are dominated by ground breaking developments and showstopping returns but beneath the surface lies a much more complex and nuanced investment picture. What influence do AI-related stocks have on the market?What’s the average investor’s grasp on AI?What paths are open to the investor? How can concentration be managed...
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As we move through another wave of technological transformation, financial advisers are increasingly being asked how to position portfolios for the rise of AI. The headlines are dominated by ground breaking developments and showstopping returns but beneath the surface lies a much more complex and nuanced investment picture. What influence do AI-related stocks have on the market?What’s the average investor’s grasp on AI?What paths are open to the investor? How can concentration be managed...
China: Supreme superpower or failing factory of the world?
Investment Perspectives from RSMR
9 minutes
1 year ago
China: Supreme superpower or failing factory of the world?
Since 1978, China has been a major part of the emerging markets sector but is China now more likely to be heading towards a lost decade and is it time to reevaluate longer-term investment? China's GDP grew by 5.3% year on year in the first quarter of 2024, above market expectations. Over a longer timeframe, China is likely to remain an important cog in the global economy, but the economics, politics and demographics need to stabilise to restore the sector to its former glory and re...
Investment Perspectives from RSMR
As we move through another wave of technological transformation, financial advisers are increasingly being asked how to position portfolios for the rise of AI. The headlines are dominated by ground breaking developments and showstopping returns but beneath the surface lies a much more complex and nuanced investment picture. What influence do AI-related stocks have on the market?What’s the average investor’s grasp on AI?What paths are open to the investor? How can concentration be managed...
