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Diversification is a core tenet of multi-asset investing. Sunil Krishnan explores thematic ideas that may help diversify portfolios in the current market environment.

There’s so much noise around responsible investment, but how do you prepare and start to engage with your clients in this area?

The semiconductor industry is predicted to hit sales of around $1trn in 2030, up from $450bn in 2019. We speak to Capital Group about why the sector could power the next decade of global growth – just like the oil industries of the past.