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’
AI
-
-
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
-
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
-
BlackRock maintains US overweight in AI wobble
BlackRock believes AI remains in ‘buildout’ phase
-
BlackRock expands European active ETF range
BlackRock launches active AI and factor ETFs
-
Aegon: Data centres are the new dividend drivers
Surging demand for data centres has created myriad of opportunities for investors, writes Cameron Shanks
-
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