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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

Two 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?

There are ways to invest in the expected boom from the world’s second-biggest economy that go beyond the usual names. Paul’s got a few of them right here.

Five Spicy Stocks For China’s Reopening

The market took a beating last year, but now it’s starting to punch back. Russell’s taken a look at the strong start to the year and where the opportunities might be.

Stocks Could Be Headed For A New Bull Market

Your Daily Brief For February 1st

Goldman’s view on the global housing sector

The investment bank isn’t forecasting a 2008-style meltdown, but as Luke explains, it says some countries will be hit harder than others.

Goldman Believes Housing Will Live To Fight Another Day

With global central banks trying to shove the inflation genie back in the bottle with aggressive interest rate hikes, housing markets have been feeling the pressure. And that’s led to increasing worries that a rising wave of defaults might collapse housing markets around the world, and create a crisis. Goldman Sachs has just published an in-depth report on housing sectors around the world, with a country-by-country look at the risks.

# **What did Goldman find?**

It broke down a series of risk factors, but before we dive deep into those, let’s take a look at where we are now in terms of delinquency rates. They aren’t trending upward: in the US, they’ve fallen off sharply since the pandemic crisis, and now stand below 1.5%. And, they’re below 1% for the UK, Australia, New Zealand, and espe

Insight

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ContentPieceQuery

viewer

query ContentPieceQuery(
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) {
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    id
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}

fragment AudioOnlyBanner_contentPiece on ContentPieceInterface {
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}

fragment ContentMetadata_contentPiece on ContentPieceInterface {
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}

fragment ContentPieceSEO_contentPiece on ContentPieceInterface {
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  subtitle
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  byline
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}

fragment ExploreMore_content_3M8Ve6 on Content {
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    edges {
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fragment ImageBlock_block on ImageBlock {
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fragment ListenButton_contentPiece on ContentPieceInterface {
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fragment MainContentSection_contentPiece on ContentPieceInterface {
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fragment QuoteBlock_block on QuoteBlock {
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fragment ServerImage_image on URLImage {
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fragment SingleContentLarge_contentPiece on ContentPieceInterface {
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fragment SingleContentPiece_authorization on Authorization {
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}

fragment SingleContentPiece_contentPiece on ContentPieceInterface {
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  globalContentPieceId
  trackingTitle
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  chapters {
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}

fragment SingleContentPiece_content_11DhN6 on Content {
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  anonymousUserHasPremium
}

fragment TextBlock_block on TextBlock {
  textMarkdown
}


Goldman Believes Housing Will Live To Fight Another Day

What did Goldman find?

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Your Daily Brief For February 1st

Five Spicy Stocks For China’s Reopening