Data centres and deglobalisation: Inside £420m Utilico Emerging Markets portfolio
Jacqueline Broers discusses the trends shaping the Utilico Emerging Markets portfolio
AI
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Nedgroup: AI is having its Sputnik moment
The emergence of DeepSeek has challenged markets to consider artificial intelligence more rationally, writes Marc Collantonio
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Lessons for today’s tech boom 25 years on from dotcom bust
Six industry experts reflect on the most speculative market bubble and whether there are any parallels with today’s tech sector
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RSMR’s Rayner: Is now the time to make active management great again?
CEO questions whether it’s time for investors to ‘broaden their outlook on developed markets’
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Square Mile’s fund selector: IA North America funds to watch
Charlie McCann, an investment research analyst at Square Mile Investment Consulting & Research, checks out the top performers and compelling newcomers
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Fidelity: ‘AI remains more of a buzz word than a profit driver’
Most analysts do not expect AI to have an impact on company profitability this year despite increased spending
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BlackRock maintains US overweight in AI wobble
BlackRock believes AI remains in ‘buildout’ phase
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BlackRock expands European active ETF range
BlackRock launches active AI and factor ETFs
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Aegon: Data centres are the new dividend drivers
Surging demand for data centres has created myriad of opportunities for investors, writes Cameron Shanks
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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%
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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
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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