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Equities’ popularity has grown in recent years, especially in the US. Their current status is deserved – but we need to remember some important lessons from financial history.
John von Neumann made major contributions to the development of atomic weapons and AI. Understanding his thinking about these existential threats is of particular relevance today.
Nov 2026: Markets are at a crossroads. We discuss what could follow the current ‘rates shock’ regime and explain how we’re positioning the portfolio for different possible outcomes.