Passage to India
I’m not sure how much the midterms contributed to the rally, since the last two strong trading days coincided with sharp falls in oil prices.
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Market Rout
This week has seen some extraordinary moves in financial markets, with $6 trillion wiped off stockmarkets, which amounts to one and a half FTSE 100s.
Risky Stocks Break
Inside the market, a mammoth rotation is underway. This means the old losers are doing better, while the winners give up ground.
Portfolio Update
I believe we are well positioned for this environment. Gold is under pressure, but oil is strong, so we have an offset.
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Artificial Pharmaceuticals
The world faces a demographic challenge, and AI can help healthcare meet it through innovation, reducing the burden on governments and working populations.
Anticipate Turbulence
Fears over AI and high oil prices have shaken stockmarkets this week. It was not unexpected.