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Are semiconductor stocks now good value?

Weak sentiment in the second half of 2024 has created a more attractive environment for investors

Why Japanese stocks are poised for further gains

US trade policies represent a potential stumbling block, but corporate governance reforms are driving Japan's capital markets

A US superstar trading at a discount

The company is defying fears about the threat of artificial intelligence

Top luxury brands tap into growing regional US wealth

Hermès and other top brands are banking on growing regional US wealth in places such as Tampa and Denver

Broadcom steps up to challenge Nvidia

The semiconductor's partnership with OpenAI is a threat to Nvidia's AI computing monopoly

Emerging markets face another difficult year

Policy shifts in the US and China will test the resilience of developing economies

Aged Europe needs to find a new lease of life

As Germany and France stutter, investors need to consider whether it's worth waiting around for a fix

Why investors should pay more attention to debt

Debt is rising across the globe. But to what extent is it a problem?

The outlook for US stocks is getting harder to predict

Will the S&P 500 keep hitting record highs or will capex and concentration risks come back to bite investors?

Four charts that tell the story of 2024

From the US election outcome to the return of business travel, we take a visual look at the year just gone