The macro environment has rarely been this challenging, so Stéphane proposes you try something that’ll keep working no matter what

How To Build The Dream Portfolio For Every Nightmare Scenario

Sure, the changing demographics in the world’s second-largest economy will create challenges. But they’ll bring opportunities too. Reda takes a look at a few of them.

China’s Population Is Shrinking And Creating Opportunities For AI

You can still expect a lot of whipsaw price action, but Jon’s got three reasons to believe the worst may be over.

Three Reasons To Believe The Crypto Bottom Is Behind Us

There aren’t a lot of pure AI stocks out there, but there is Nvidia. Paul breaks down everything you need to know about the chip giant and its AI future.

Nvidia Could Be The Best Way To Invest In AI Right Now

Morgan Stanley’s prestigious wealth management unit has been selling off some US stocks to boost its exposure to developing economies. Russell explains why it’s betting so big

Get Ready For The Emerging Markets Era In Stocks

Your Daily Brief For January 30th

wo pharma giants have got breakthrough weight-loss treatments. So Luke’s looked at this industry, and whether it can add some heft to your portfolio.

Could These Obesity-Drug Stocks Make Your Portfolio Look Big?

If there’s one thing that will have the single biggest impact on your performance in the next few years, it’s asset allocation. Because with so many of the trends that have favored stocks – stable growth, steady inflation, falling interest rates – at risk of reversal, only a truly balanced portfolio will help you deal with whatever the next few years might throw at you. Here’s how to build your own.

# Step 1: Choose an asset for every scenario

A truly balanced portfolio doesn’t care whether economic growth and inflation are rising or falling: it should be able to perform in every environment.

That means finding investments that stand to generate returns over the long term, but that are exposed to the economy in different ways. This way, you’ll always have an asset in hand that holds up 

Insight

contentPieceId

encryptedEmail

ContentPieceQuery

viewer

query ContentPieceQuery(
  $contentPieceId: String!
  $encryptedEmail: String
) {
  viewer {
    authorization {
      roles {
        isAnonymous
      }
      ...SingleContentPiece_authorization
    }
    content(encryptedEmail: $encryptedEmail) {
      ...SingleContentPiece_content_11DhN6
      contentPiece(contentPieceId: $contentPieceId) {
        __typename
        ...SingleContentPiece_contentPiece
        id
      }
    }
    id
  }
}

fragment AudioOnlyBanner_contentPiece on ContentPieceInterface {
  __isContentPieceInterface: __typename
  headerImage {
    ...ServerImage_image
  }
  title
}

fragment Block_block on ContentPieceBlock {
  __isContentPieceBlock: __typename
  __typename
  ... on TextBlock {
    id
    ...TextBlock_block
  }
  ... on ImageBlock {
    id
    ...ImageBlock_block
  }
  ... on QuoteBlock {
    id
    ...QuoteBlock_block
  }
}

fragment ContentMetadata_contentPiece on ContentPieceInterface {
  __isContentPieceInterface: __typename
  byline
  consumptionTime
  dateUpdatedDisplay
  contentPieceType {
    name
  }
}

fragment ContentPieceSEO_contentPiece on ContentPieceInterface {
  __isContentPieceInterface: __typename
  title
  imageForSeo: headerImage {
    url: full
  }
  subtitle
  firstPublishedAt
  id
  ... on PublicContentPiece {
    globalContentPieceId
  }
  byline
  seoTitle
  searchDescription
  canonicalLink
}

fragment ExploreMore_content_3M8Ve6 on Content {
  moreContentPiecesOfSameType: contentPieces(first: 5, filterByTypeOfId: $contentPieceId) {
    edges {
      node {
        title
        id
        slug
        subtitle
      }
    }
  }
}

fragment ImageBlock_block on ImageBlock {
  image {
    ...ServerImage_image
  }
  alt
  caption
}

fragment ListenButton_contentPiece on ContentPieceInterface {
  __isContentPieceInterface: __typename
  id
  title
  trackingTitle
  subtitle
  readingTime
  isPremium
  hasBlocks
  hasChapters
  hasAudio
  contentPieceType {
    name
    trackingName
  }
  ...AudioOnlyBanner_contentPiece
}

fragment MainContentSection_contentPiece on ContentPieceInterface {
  __isContentPieceInterface: __typename
  ...ContentMetadata_contentPiece
  ...ListenButton_contentPiece
  ...ContentPieceSEO_contentPiece
  ...AudioOnlyBanner_contentPiece
  title
  headerImage {
    ...ServerImage_image
  }
  globalContentPieceId
  trackingTitle
  subtitle
  firstPublishedAt
  readingTime
  isPremium
  deepLink
  hasBlocks
  hasChapters
  hasAudio
  id
  byline
  contentPieceType {
    name
    trackingName
  }
  blocks {
    __typename
    ...Block_block
    ... on Node {
      __isNode: __typename
      id
    }
  }
}

fragment MoreContentSection_content_11DhN6 on Content {
  ...ExploreMore_content_3M8Ve6
  mostRecentBrief: contentPieces(first: 1, excludeId: $contentPieceId, contentType: "DAILY_BRIEF") {
    edges {
      node {
        id
        ...SingleContentLarge_contentPiece
      }
    }
  }
  mostRecentInsight: contentPieces(first: 1, excludeId: $contentPieceId, contentType: "INSIGHT") {
    edges {
      node {
        id
        ...SingleContentLarge_contentPiece
      }
    }
  }
}

fragment QuoteBlock_block on QuoteBlock {
  quote
  caption
}

fragment ServerImage_image on URLImage {
  full
  srcSet
}

fragment SingleContentLarge_contentPiece on ContentPieceInterface {
  __isContentPieceInterface: __typename
  title
  byline
  consumptionTime
  headerImage {
    ...ServerImage_image
  }
  hasChapters
  chapters {
    __typename
    id
    slug
  }
  id
  slug
}

fragment SingleContentPiece_authorization on Authorization {
  roles {
    isPreviewingContentAllowance
    isPreviewing
    isAnonymous
    hasPremiumSubscription
  }
}

fragment SingleContentPiece_contentPiece on ContentPieceInterface {
  __isContentPieceInterface: __typename
  ...AudioOnlyBanner_contentPiece
  ...MainContentSection_contentPiece
  globalContentPieceId
  trackingTitle
  isPremium
  hasBlocks
  hasChapters
  hasAudio
  contentPieceType {
    name
    trackingName
  }
  chapters {
    __typename
    id
    slug
  }
}

fragment SingleContentPiece_content_11DhN6 on Content {
  ...MoreContentSection_content_11DhN6
  anonymousUserHasPremium
}

fragment TextBlock_block on TextBlock {
  textMarkdown
}


How To Build The Dream Portfolio For Every Nightmare Scenario

Step 1: Choose an asset for every scenario

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Your Daily Brief For January 30th

Could These Obesity-Drug Stocks Make Your Portfolio Look Big?