Aegon: Data centres are the new dividend drivers
Surging demand for data centres has created myriad of opportunities for investors, writes Cameron Shanks
AI
-
-
Terry Smith defends Fundsmith Equity record after fourth year of underperformance
The £22.5bn fund rose by 8.9% in 2024, trailing both the MSCI World Index, up 20.8%, and the IA Global sector average of 12.6%
-
Wellington: Why scepticism is vital in the overexuberant high-yield market
Excitement around AI is forming a potential bubble that could do permanent damage to investor’s capital, writes Konstantin Leidman
-
Evenlode: Are there still opportunities in AI beyond the hype?
With investment in AI peaking to $300bn next year, companies need to rethink their business models if they want to deliver for investors
-
ARK Invest: Why Trump’s trade tariffs could fuel opportunity in China
Heightened tariffs may spur growth in China’s tech sector rather than stunt it as Trump intends, writes Rahul Bhushan
-
First Trust rolls out aerospace and semiconductor ETFs
Bringing First Trust’s total UCITS ETF range up to 36 products
-
PwC: ‘The pressure is on’ for AI to start delivering results
Some 66% of investors want to see evidence of improved productivity after mounting speculation around AI’s uses
-
BlackRock launches AI funds for European investors
The BGF AI Innovation fund, iShares AI Infrastructure UCITS ETF, and the iShares AI Adopters & Applications UCITS ETF
-
Cyber Monday: Seven industry experts talk tech as sector extends dominance
The industries and names expected to shine in 2025 and beyond
-
Analysis: Is the end of the magnificent seven nigh?
Very much ‘the’ story of 2023, this year has proved to be more challenging for these mega-cap stocks
-
De Lisle Partners: Energy is the real winner of the AI race
Artificial intelligence requires masses of energy to run, making it a prime benefactor of the theme, writes Dan Scott Lintott
-
Four views: Are better times ahead for global listed infrastructure?
Portfolio Adviser asks four experts if a more supportive environment is on the horizon