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After a dizzying first half of the year, we take a step back to assess what has changed for markets, and just as importantly, what hasn’t.

Wide valuation gaps between the popular and unpopular offer extremely good prospects for those prepared to avoid the crowds.

Once again, Elon Musk is front-page news across the world - but this time, the disruption is not about electric cars or space travel. It is about American politics. After months of visible friction ...