Artificial intelligence, geopolitics and inflation to dominate the investment landscape for 2026

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Global markets will face a challenging year ahead with turbulence and uncertainty from some key areas dominating the investing landscape. Artificial intelligence, geopolitics and inflation will continue to influence market

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Reflation on the cards for China following announcement of next five-year plan

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The next five-year plan from the Chinese government is likely to move the country from deflation to reflation, according to portfolio manager of Man GLG Asia Opportunities Fund, Andrew Swan.

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Greens shoots for global equity markets despite Trump 2.0 and a slowing US economy

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Trump 2.0 remains the focal point as markets head into the second half of 2025. There is greater clarity around the implication of the US administration’s policies on markets, and

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Asia resilience and growth expected, amid global trade shifts

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Asia will continue to show resilience in the face of evolving global trade dynamics, given several tailwinds supporting the region’s growth prospects, according to Andrew Swan, portfolio manager at Man

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Will 2025 be the year of the bull market?

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Global markets are showing signs of positive sentiment heading into 2025 but geopolitical uncertainty and the impact of the incoming Trump administration are the wild cards, according to GSFM and its

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Asian equities face brighter outlook with valuations set to rise

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While developed markets continue to climb led by the US, Asian equities have been largely overlooked by investors. However, Andrew Swan, head of Asia equities (ex-Japan) at Man Group, sees

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Australian central bank could raise rates in August, US tech rally to benefit Asian markets

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Interest rates could rise in the months ahead in Australia, inflation proving especially intractable in Australia, while US technology stocks are likely to continue rallying which could underpin growth in

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AI and resilient corporate earnings to drive global markets for remainder of 2023

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While investment opportunities in global share markets hinge on a number of factors, such as artificial intelligence and resilience in corporate earnings, the Australian market continues to be a source

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What an open China means for Asian equities

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China’s about-turn on its COVID restrictions late last year has had profound impacts on its economy and those of the Asian countries that trade closely with it. Federal Treasurer Jim

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Promising signs for markets but inflation still the big unknown

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Local and global equity markets – in particular Chinese and Asian equities – are positioned well for 2023, but inflation is the joker in the pack for investors, according to

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