Long-duration equities and renewable energy — four investment strategies from the studio

Key Points

Joachim Klement, Head of Strategy at Panmure Liberum believes there are opportunities in long-duration equities such as utilities and real estate.
Klement also says higher energy and chip prices will eventually catch up with hyperscalers.
Chris Iggo, CIO for Core Investments at BNP Paribas Asset Management sees Japanese equities as being attractive.
Iggo is also keen on renewable energy.

Source

World

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