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Middle East tensions have dominated geopolitical headlines this year, with knock-on effects on oil prices, freight costs and risk appetite. Many investors expected European equities to suffer disproportionately given Europe's energyImportbill and its sensitivity to global trade. Yet several European funds have continued to …

Artificial intelligence has become the central organising idea for many globalEquityportfolios. For UK investors who hold emerging market funds inside a Stocks and Shares ISA, a SIPP or a generalInvestmentaccount, the question is no longer whether the fund has AI exposure but how that …

The next phase of the artificial intelligence build-out is not happening in Silicon Valley alone. It is happening in the fabrication plants of Taiwan, the memory facilities of South Korea, and the packaging lines of Southeast Asia. For UK investors holding emerging market funds …

Artificial intelligence has become one of the most powerfulEquitymarket themes in years. UK investors have largely accessed it through US-listed names such as the leading graphics processor designer and a handful of US software platforms. Yet the most physical,Capital-intensive layer of the AI supply …

Reform UK has emerged as a serious force in British politics. This article explores how a Reform-led government could affect taxes, regulation, energy, gilts and the pound, with a balanced view of the bull and bear cases for UK investors.

SabaCapital's activist push againstWorkspace Group(LSE:WKP) has reignited debate about NAV discounts, REIT governance and UK property valuations. This article looks at the campaign, the wider trends and what UK investors should watch.

Severn Trent(LSE:SVT) has reported rising profits as the UK water sector enters a majorInvestmentcycle. The article examines the bull and bear case, the role of Ofwat's AMP8 programme and how UK investors might think about regulated water shares.