Talking Heads – AI investment: the mega-caps ‘arms race’ is on

Talking Heads – AI investment: the mega-caps ...

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Talking Heads - The AI angle to Indian equities

There were multiple reasons why Indian equities underperformed the rest of emerging markets in 2025 – one being the absence of a large semiconductor sector in the country. However, as Jayesh Gandhi, Head of Indian Equities, tells Chief Market Strategist Daniel Morris, its large s ...  Show more

 . 7min 59sec
Talking Heads - In focus: Active and ESG ETF rebound towards year end

Daniel Dornel, Head of ETF Research, and Chief Market Strategist Daniel Morris discuss the latest trends in investing using exchange-traded funds (ETFs). Other topics include the strong Q4 2025 appeal of ETFs with environmental, social or governance aspects, marking a recovery af ...  Show more

 . 7min 31sec

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