‘Happening at the speed of light’: AI’s impact on portfolios and advice
Jennison’s Mark Baribeau outlines a three-phase AI cycle reshaping markets. Dispersion between the winners and losers will widen – and flexibility will be critical.
#growthstocks
A closer look at dividend-focused investing: part 2
The key to a successful dividend strategy is identifying firms that wisely reinvest in growth while maintaining manageable payout ratios.
‘Wow, am I smart.’ The most expensive phrase in managing investments?
Investors should prioritise risk management by regularly re-evaluating their portfolios, rather than chasing high-growth investments driven by market euphoria.
Ignore R&D-driven growth stocks at your peril
The thrust behind the re-rating of growth stocks since 2010 was technological advancements and innovation through research and development.
