Nasdaq ‘steals the show’ as tech dominates performance in first half of 2023
AI boom contributed to the sector returning 24.6% over six months to 30 June
AI boom contributed to the sector returning 24.6% over six months to 30 June
‘This is the first time since the credit crisis that we really are back into the territory of a more conventional business and investment cycle’
Aggressive monetary tightening has ushered in a late cycle environment for credit
Retail sales ‘continue to defy doom-mongers’ despite cost-of-living crisis
Growth stocks sell-off weighed on performance
Available on the London Stock Exchange and Deustche Börse XETRA from 4th July
GAM investment director Julian Howard asks how best to approach AI investing over the long term
Schroder’s Mark Lacey discusses how he looks to provide investors with a more balanced exposure to the global shift away from fossil fuels
Square Mile’s Eduardo Sanchez checks out the top performers and compelling newcomers
Investment made via M&G Catalyst
Manager Oliver Kelton would move across with the European strategies
Morningstar’s Derek Smith looks at how AI can help make advice better and more efficient