GMO excludes China; Diversity is rushing to the exit; What is a boutique? Pictet is thinking about families; Sands Capital likes software; JP Morgan’s tech spend; Defense VCs spending and much more.

GMO excludes China; Diversity is rushing to the exit; What is a boutique? Pictet is thinking about families; Sands Capital likes software; JP Morgan’s tech spend; Defense VCs spending and much more.
Unidentified flying ETFs? Redwheel is considering something rare; GAM goes hunting in a vacuum; Pinebridge is looking at China; Is the US overvalued? Remarkable things about tech and much more.
Foxy currency trades; Vanguard takes out the slasher; Tariff predictions in a glass darkly; China’s electric cars; The rise of the robots; Geopolitics and war; The annual Superbowl and much more.
DeepSeek’s big surprise digested; A PE ETF that is not all it seems; Ninety One’s Nintendo goodies; Chinese cars are marching forth; Warren Buffet’s cash; Gold bug happiness and Meta’s real virtual loss.
Raising a militia for investment; Hang Seng’s surprising top seller; JP Morgan Private bank or what to do; Abrdn gets flowing again; Pennies are doomed; Wisdom from an entrepreneur and much more.
Astronauts and silver; Eastspring’s parseltongue; Janus Henderson’s contrarian Europe; Seinfeld on AI; A meritocratic fund; Bitcoin fizzes with Trumpian enthusiasm; Mug shot; Getting aggressive and much more.
Citi is hiring an alternatives chief; Protection for bitcoin volatility; Jimmy’s funeral blues; Chinese class action flattery; Quantum computers leap down; Bouncy year ahead’ Druckenmiller wisdom and much more.
Merry Christmas! The Year in Funds; Nuclear; Mag-7; Small Caps; Robotics; Bitcoin; Large Cap Growth; US Manufacturing; AI; Big Data; Lithium Batteries; Emerging Markets; Warfare and much more.
M&G’s positive outlook; Wisdom from Schroders’s podcast; Alliance Bernstein on the power of curiosity; Janus Henderson on responsible AI; China’s retirement revolution; Apple and much more.
Eastspring’s insight to China; Robinhood is coming; Abrdn faces short sellers; Lombard Odier sums up Trump; MAS and the cheque revolution; Crypto’s moment; Flight theft, Bezos and more.
Part of the Mark Allen Group.