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
AI
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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
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First Trust rolls out aerospace and semiconductor ETFs
Bringing First Trust’s total UCITS ETF range up to 36 products
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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
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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
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Cyber Monday: Seven industry experts talk tech as sector extends dominance
The industries and names expected to shine in 2025 and beyond
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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
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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
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Four views: Are better times ahead for global listed infrastructure?
Portfolio Adviser asks four experts if a more supportive environment is on the horizon
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ARK Invest launches tech and innovation portfolio with eToro
Equally-weighted model portfolio solution comprising seven ARK Invest funds
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Kepler: Finding alternative plays on the AI story in Asia
With so much of the AI story focused on the US, Ryan Lightfoot-Aminoff examines the overlooked alternatives in Asia
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LSEG Lipper’s John: Whither the small-cap premium?
Dewi John analyses the performance of small and mid caps across the UK US, and global equity markets over time