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
AI
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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
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Liontrust’s Uru and Pleydell-Bouverie: When will we see the elusive return on investment from AI?
Hundreds of billions have been pumped into AI, but when will it start producing profit, ask the Liontrust Global Innovation managers