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Recently there’s been a lot of commentary on a potential bubble in AI. Some suggest challenges lie ahead for those exposed to US equity, where elevated valuations are concentrated in AI-related stocks. Others say that investing is worthwhile to fuel innovation in a revolutionary technology. While discussions around a bubble are important, one thing that’s missing is a reminder about investing basics when it comes to assessing US exposure. Several factors suggest being underweight in the US is sensible: the nature of current valuations, underlying economic conditions and other metrics that indicate the AI narrative is largely driven by speculation…
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The advice profession is evolving rapidly. One of the biggest shifts we’re seeing is how firms approach investment management. For years, most advisers managed client portfolios in-house through a centralised investment proposition (CIP). But with increasing regulation and complexity of client needs, the administration and risk associated with designing portfolios and rebalancing are becoming harder to manage.
It’s not surprising, then, that many firms are outsourcing portfolio management to discretionary fund managers (DFMs)…
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During Trump’s tour of Asia, Trump and Xi Jinping agreed to suspend China’s rare earth export controls in return for the US cutting the “fentanyl tariff” from 20% to 10%. China have also committed to buying a “massive” amount of American farm products including soybeans.
Trump rated the talks as a “12 on a scale of 1 to 10” but nothing has been signed yet…
Read >Want to learn more? We recommend you start with a conversation.
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This information is intended for professional financial advisers only. Copia does not provide financial advice. This information is not intended as financial advice and should not be interpreted as such. Model investment portfolios may not be suitable for everyone. The value of funds can increase and decrease, past performance and historical data cannot guarantee future success. Investors may get back less than they originally invested.
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