This week in the markets: Investors remain torn between the AI boom and the shadow of the Gulf conflict; UK government bond yields edge higher as pressure on the government mounts; India misses out on the EM party; and all eyes are on the stagflation twins - we have data this week on US inflation and UK growth.
Fidelity’s Tom Stevenson reviews the stories moving markets.

What to do when the 60/40 portfolio no longer works
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Market news today - All eyes on Number 10
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The investment lessons I’m telling my grandchildren
17:14